Wealth Dimensions Group, Ltd. Dimensional ETF Tr Dimensional Transaction History
Wealth Dimensions Group, Ltd.
- $484 Million
- Q3 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 566,884 shares of DFAR stock, worth $13.3 Million. This represents 2.79% of its overall portfolio holdings.
Number of Shares
566,884
Previous 513,347
10.43%
Holding current value
$13.3 Million
Previous $12 Million
12.26%
% of portfolio
2.79%
Previous 2.66%
Shares
12 transactions
Others Institutions Holding DFAR
# of Institutions
279Shares Held
45.8MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$73.4 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$58.3 Million0.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.38MShares$55.7 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.2MShares$51.5 Million10.63% of portfolio
-
Root Financial Partners, LLC Solana Beach, CA1.58MShares$37.1 Million2.33% of portfolio