Walkner Condon Financial Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Walkner Condon Financial Advisors LLC
- $529 Million
- Q2 2025
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 22,025 shares of DFAR stock, worth $508,997. This represents 0.1% of its overall portfolio holdings.
Number of Shares
22,025
Previous 25,474
13.54%
Holding current value
$508,997
Previous $605,000
14.71%
% of portfolio
0.1%
Previous 0.13%
Shares
7 transactions
Others Institutions Holding DFAR
# of Institutions
272Shares Held
43.1MCall Options Held
27.2KPut Options Held
10K-
Vista Wealth Management Group, LLC3.13MShares$72.4 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.34MShares$54.1 Million0.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.14MShares$49.5 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.07MShares$47.9 Million10.62% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.73MShares$40 Million3.75% of portfolio