Wealth Dimensions Group, Ltd. Dimensional ETF Tr Dimensional Transaction History
Wealth Dimensions Group, Ltd.
- $418 Million
- Q1 2025
A detailed history of Wealth Dimensions Group, Ltd. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 478,110 shares of DFAR stock, worth $11.3 Million. This represents 2.72% of its overall portfolio holdings.
Number of Shares
478,110
Previous 427,151
11.93%
Holding current value
$11.3 Million
Previous $9.94 Million
14.34%
% of portfolio
2.72%
Previous 2.44%
Shares
10 transactions
Others Institutions Holding DFAR
# of Institutions
263Shares Held
43.3MCall Options Held
27.2KPut Options Held
10K-
Vista Wealth Management Group, LLC3.13MShares$73.8 Million5.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.55MShares$60 Million0.08% of portfolio
-
Prudential Financial Inc Newark, NJ2.34MShares$55.2 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.01MShares$47.5 Million11.74% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.73MShares$40.8 Million3.75% of portfolio