Vsm Wealth Advisory, LLC Dimensional ETF Tr Dimensional Transaction History
Vsm Wealth Advisory, LLC
- $278 Billion
- Q1 2025
A detailed history of Vsm Wealth Advisory, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 451 shares of DFAR stock, worth $10,539. This represents 0.0% of its overall portfolio holdings.
Number of Shares
451
Previous 1,579
71.44%
Holding current value
$10,539
Previous $36.7 Million
70.83%
% of portfolio
0.0%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFAR
# of Institutions
263Shares Held
43.3MCall Options Held
27.2KPut Options Held
10K-
Vista Wealth Management Group, LLC3.13MShares$73.2 Million5.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.55MShares$59.5 Million0.08% of portfolio
-
Prudential Financial Inc Newark, NJ2.34MShares$54.8 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.01MShares$47.1 Million11.74% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.73MShares$40.5 Million3.75% of portfolio