Straight Path Wealth Management Dimensional ETF Tr Dimensional Transaction History
Straight Path Wealth Management
- $228 Million
- Q4 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 185,913 shares of DFAR stock, worth $4.41 Million. This represents 1.9% of its overall portfolio holdings.
Number of Shares
185,913
Previous 177,370
4.82%
Holding current value
$4.41 Million
Previous $4.55 Million
4.86%
% of portfolio
1.9%
Previous 2.18%
Shares
11 transactions
Others Institutions Holding DFAR
# of Institutions
231Shares Held
37.4MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC3.02MShares$71.6 Million4.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.34MShares$55.4 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.95MShares$46.2 Million11.11% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.63MShares$38.6 Million3.86% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$31.5 Million2.99% of portfolio