Steward Financial Group LLC Dimensional ETF Tr Dimensional Transaction History
Steward Financial Group LLC
- $315 Million
- Q3 2023
A detailed history of Steward Financial Group LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Steward Financial Group LLC holds 194,717 shares of DFAR stock, worth $4.5 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
194,717
Previous 151,988
28.11%
Holding current value
$4.5 Million
Previous $3.27 Million
16.21%
% of portfolio
1.21%
Previous 1.04%
Shares
5 transactions
Others Institutions Holding DFAR
# of Institutions
218Shares Held
35.4MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$68.1 Million5.23% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.2MShares$50.7 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.93MShares$44.5 Million12.28% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.63MShares$37.6 Million3.86% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$30.7 Million2.99% of portfolio