Satovsky Asset Management LLC Dimensional ETF Tr Dimensional Transaction History
Satovsky Asset Management LLC
- $342 Million
- Q1 2024
A detailed history of Satovsky Asset Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Satovsky Asset Management LLC holds 140,740 shares of DFAR stock, worth $3.29 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
140,740
Previous 132,591
6.15%
Holding current value
$3.29 Million
Previous $3.02 Million
4.41%
% of portfolio
0.92%
Previous 0.94%
Shares
8 transactions
Others Institutions Holding DFAR
# of Institutions
195Shares Held
30.2MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC1.99MShares$46.6 Million3.51% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.81MShares$42.3 Million4.06% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.81MShares$42.3 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.74MShares$40.7 Million9.47% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$31 Million2.99% of portfolio