Spring Vest Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Spring Vest Wealth Management LLC
- $121 Billion
- Q1 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 19,836 shares of DFAR stock, worth $468,129. This represents 0.39% of its overall portfolio holdings.
Number of Shares
19,836
Previous 22,947
13.56%
Holding current value
$468,129
Previous $534 Million
11.7%
% of portfolio
0.39%
Previous 0.46%
Shares
2 transactions
Others Institutions Holding DFAR
# of Institutions
263Shares Held
43.3MCall Options Held
27.2KPut Options Held
10K-
Vista Wealth Management Group, LLC3.13MShares$73.9 Million5.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.55MShares$60.1 Million0.08% of portfolio
-
Prudential Financial Inc Newark, NJ2.34MShares$55.3 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.01MShares$47.5 Million11.74% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.73MShares$40.9 Million3.75% of portfolio