Straight Path Wealth Management Dimensional ETF Tr Dimensional Transaction History
Straight Path Wealth Management
- $262 Million
- Q2 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 224,558 shares of DFAR stock, worth $5.35 Million. This represents 2.01% of its overall portfolio holdings.
Number of Shares
224,558
Previous 206,467
8.76%
Holding current value
$5.35 Million
Previous $4.91 Million
7.36%
% of portfolio
2.01%
Previous 2.25%
Shares
13 transactions
Others Institutions Holding DFAR
# of Institutions
278Shares Held
44MCall Options Held
9.6KPut Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$74.6 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$59.4 Million0.08% of portfolio
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High Tower Advisors, LLC Chicago, IL2.14MShares$51 Million0.07% of portfolio
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Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.07MShares$49.4 Million10.62% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX1.79MShares$42.6 Million3.53% of portfolio