New Edge Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
New Edge Advisors, LLC
- $15 Billion
- Q3 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 50,311 shares of DFAR stock, worth $1.26 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
50,311
Previous 106,774
52.88%
Holding current value
$1.26 Million
Previous $2.36 Million
45.36%
% of portfolio
0.01%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding DFAR
# of Institutions
218Shares Held
35.5MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$73.6 Million5.23% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.2MShares$54.8 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.93MShares$48.1 Million12.28% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$41.9 Million3.67% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$33.1 Million2.99% of portfolio