Walkner Condon Financial Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Walkner Condon Financial Advisors LLC
- $480 Million
- Q4 2024
A detailed history of Walkner Condon Financial Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 27,698 shares of DFAR stock, worth $649,241. This represents 0.13% of its overall portfolio holdings.
Number of Shares
27,698
Previous 22,195
24.79%
Holding current value
$649,241
Previous $569,000
13.18%
% of portfolio
0.13%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding DFAR
# of Institutions
222Shares Held
36MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC3.02MShares$70.8 Million4.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.2MShares$51.5 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.93MShares$45.1 Million12.28% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.63MShares$38.1 Million3.86% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$31.1 Million2.99% of portfolio