Oliver Lagore Vanvalin Investment Group Dimensional ETF Tr Dimensional Transaction History
Oliver Lagore Vanvalin Investment Group
- $359 Million
- Q3 2024
A detailed history of Oliver Lagore Vanvalin Investment Group transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Oliver Lagore Vanvalin Investment Group holds 216 shares of DFAR stock, worth $4,989. This represents 0.0% of its overall portfolio holdings.
Number of Shares
216
Previous 200
8.0%
Holding current value
$4,989
Previous $4,000
25.0%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding DFAR
# of Institutions
218Shares Held
35.4MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$68.1 Million5.23% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.2MShares$50.7 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.93MShares$44.5 Million12.28% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.63MShares$37.6 Million3.86% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$30.7 Million2.99% of portfolio