Walkner Condon Financial Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Walkner Condon Financial Advisors LLC
- $466 Million
- Q1 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 21,740 shares of DFAR stock, worth $481,323. This represents 0.1% of its overall portfolio holdings.
Number of Shares
21,740
Previous 9,297
133.84%
Holding current value
$481,323
Previous $211,000
130.33%
% of portfolio
0.1%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding DFAR
# of Institutions
196Shares Held
29.7MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC1.99MShares$44.1 Million3.51% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.81MShares$40.1 Million4.06% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.81MShares$40.1 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.74MShares$38.6 Million9.47% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$29.4 Million2.99% of portfolio