Straight Path Wealth Management Dimensional ETF Tr Dimensional Transaction History
Straight Path Wealth Management
- $373 Million
- Q3 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 264,288 shares of DFAR stock, worth $6.19 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
264,288
Previous 224,558
17.69%
Holding current value
$6.19 Million
Previous $5.27 Million
19.65%
% of portfolio
1.69%
Previous 2.01%
Shares
14 transactions
Others Institutions Holding DFAR
# of Institutions
279Shares Held
45.8MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$73.4 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$58.3 Million0.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.38MShares$55.7 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.2MShares$51.5 Million10.63% of portfolio
-
Root Financial Partners, LLC Solana Beach, CA1.58MShares$37.1 Million2.33% of portfolio