Oceanside Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Oceanside Advisors LLC
- $121 Billion
- Q1 2024
A detailed history of Oceanside Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Oceanside Advisors LLC holds 173,031 shares of DFAR stock, worth $3.82 Million. This represents 3.2% of its overall portfolio holdings.
Number of Shares
173,031
Previous 167,295
3.43%
Holding current value
$3.82 Million
Previous $3.8 Billion
1.75%
% of portfolio
3.2%
Previous 3.36%
Shares
2 transactions
Others Institutions Holding DFAR
# of Institutions
197Shares Held
29.7MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC1.99MShares$44 Million3.51% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.81MShares$40 Million4.06% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.81MShares$40 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.74MShares$38.5 Million9.47% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$29.3 Million2.99% of portfolio