United Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
United Wealth Management, LLC
- $297 Billion
- Q4 2024
A detailed history of United Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, United Wealth Management, LLC holds 441,195 shares of DFAR stock, worth $10.4 Million. This represents 3.46% of its overall portfolio holdings.
Number of Shares
441,195Holding current value
$10.4 Million% of portfolio
3.46%Shares
1 transactions
Others Institutions Holding DFAR
# of Institutions
244Shares Held
40.6MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC3.02MShares$71.5 Million4.72% of portfolio
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High Tower Advisors, LLC Chicago, IL2.34MShares$55.3 Million0.08% of portfolio
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Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.95MShares$46.2 Million11.11% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$39.8 Million3.61% of portfolio
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Bridgeworth, LLC Birmingham, AL1.33MShares$31.4 Million2.99% of portfolio