Straight Path Wealth Management Dimensional ETF Tr Dimensional Transaction History
Straight Path Wealth Management
- $208 Million
- Q3 2024
A detailed history of Straight Path Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Straight Path Wealth Management holds 177,370 shares of DFAR stock, worth $4.09 Million. This represents 2.18% of its overall portfolio holdings.
Number of Shares
177,370
Previous 168,778
5.09%
Holding current value
$4.09 Million
Previous $3.73 Million
21.94%
% of portfolio
2.18%
Previous 1.96%
Shares
10 transactions
Others Institutions Holding DFAR
# of Institutions
218Shares Held
35.4MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$68 Million5.23% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.2MShares$50.6 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.93MShares$44.4 Million12.28% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.63MShares$37.5 Million3.86% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$30.6 Million2.99% of portfolio