Satovsky Asset Management LLC Dimensional ETF Tr Dimensional Transaction History
Satovsky Asset Management LLC
- $469 Million
- Q2 2025
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 398,941 shares of DFAR stock, worth $9.49 Million. This represents 2.0% of its overall portfolio holdings.
Number of Shares
398,941
Previous 389,126
2.52%
Holding current value
$9.49 Million
Previous $9.25 Million
1.19%
% of portfolio
2.0%
Previous 2.07%
Shares
13 transactions
Others Institutions Holding DFAR
# of Institutions
278Shares Held
44.3MCall Options Held
9.6KPut Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$74.5 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$59.2 Million0.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.14MShares$50.9 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.07MShares$49.3 Million10.62% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.79MShares$42.6 Million3.53% of portfolio