Straight Path Wealth Management Dimensional ETF Tr Dimensional Transaction History
Straight Path Wealth Management
- $218 Million
- Q1 2025
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 206,467 shares of DFAR stock, worth $4.81 Million. This represents 2.25% of its overall portfolio holdings.
Number of Shares
206,467
Previous 185,913
11.06%
Holding current value
$4.81 Million
Previous $4.33 Million
13.43%
% of portfolio
2.25%
Previous 1.9%
Shares
12 transactions
Others Institutions Holding DFAR
# of Institutions
256Shares Held
41.9MCall Options Held
1.9KPut Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$73 Million5.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.34MShares$54.5 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.01MShares$46.9 Million11.74% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$39.2 Million3.61% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$30.9 Million2.99% of portfolio