Ml & R Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Ml & R Wealth Management LLC
- $435 Million
- Q1 2024
A detailed history of Ml & R Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ml & R Wealth Management LLC holds 51,395 shares of DFAR stock, worth $1.15 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
51,395
Previous 51,099
0.58%
Holding current value
$1.15 Million
Previous $1.16 Million
1.03%
% of portfolio
0.26%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding DFAR
# of Institutions
196Shares Held
29.9MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC1.99MShares$44.5 Million3.51% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.81MShares$40.4 Million4.06% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.81MShares$40.4 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.74MShares$38.9 Million9.47% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$29.6 Million2.99% of portfolio