New Edge Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
New Edge Advisors, LLC
- $11.2 Billion
- Q1 2024
A detailed history of New Edge Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, New Edge Advisors, LLC holds 228,121 shares of DFAR stock, worth $4.96 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
228,121
Previous 208,261
9.54%
Holding current value
$4.96 Million
Previous $4.74 Million
7.77%
% of portfolio
0.05%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding DFAR
# of Institutions
197Shares Held
29.7MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC1.99MShares$43.3 Million3.51% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.81MShares$39.4 Million4.06% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.81MShares$39.3 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.74MShares$37.9 Million9.47% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$28.8 Million2.99% of portfolio