Porter White Investment Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Porter White Investment Advisors, Inc.
- $215 Billion
- Q2 2025
A detailed history of Porter White Investment Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Porter White Investment Advisors, Inc. holds 42,442 shares of DFAR stock, worth $1.01 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
42,442
Previous 42,291
0.36%
Holding current value
$1.01 Million
Previous $1.01 Billion
0.95%
% of portfolio
0.46%
Previous 0.5%
Shares
11 transactions
Others Institutions Holding DFAR
# of Institutions
267Shares Held
43.6MCall Options Held
27.2KPut Options Held
10K-
Vista Wealth Management Group, LLC3.13MShares$74.7 Million5.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.55MShares$60.7 Million0.08% of portfolio
-
Prudential Financial Inc Newark, NJ2.34MShares$55.9 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.07MShares$49.5 Million10.62% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.73MShares$41.3 Million3.75% of portfolio