Spring Vest Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Spring Vest Wealth Management LLC
- $123 Billion
- Q2 2025
A detailed history of Spring Vest Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Spring Vest Wealth Management LLC holds 20,392 shares of DFAR stock, worth $470,443. This represents 0.39% of its overall portfolio holdings.
Number of Shares
20,392
Previous 19,836
2.8%
Holding current value
$470,443
Previous $472 Million
1.46%
% of portfolio
0.39%
Previous 0.39%
Shares
3 transactions
Others Institutions Holding DFAR
# of Institutions
278Shares Held
44.1MCall Options Held
9.6KPut Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$72.2 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$57.4 Million0.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.14MShares$49.4 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.07MShares$47.8 Million10.62% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.79MShares$41.3 Million3.53% of portfolio