United Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
United Wealth Management, LLC
- $344 Billion
- Q2 2025
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 484,195 shares of DFAR stock, worth $11.2 Million. This represents 3.3% of its overall portfolio holdings.
Number of Shares
484,195
Previous 479,767
0.92%
Holding current value
$11.2 Million
Previous $11.4 Billion
0.39%
% of portfolio
3.3%
Previous 3.57%
Shares
3 transactions
Others Institutions Holding DFAR
# of Institutions
279Shares Held
44.1MCall Options Held
9.6KPut Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$72.5 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$57.7 Million0.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.14MShares$49.6 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.07MShares$48 Million10.62% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.79MShares$41.4 Million3.53% of portfolio