Wealth Dimensions Group, Ltd. Dimensional ETF Tr Dimensional Transaction History
Wealth Dimensions Group, Ltd.
- $452 Million
- Q2 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 513,347 shares of DFAR stock, worth $12.2 Million. This represents 2.66% of its overall portfolio holdings.
Number of Shares
513,347
Previous 478,110
7.37%
Holding current value
$12.2 Million
Previous $11.4 Million
5.98%
% of portfolio
2.66%
Previous 2.72%
Shares
11 transactions
Others Institutions Holding DFAR
# of Institutions
276Shares Held
44.4MCall Options Held
9.6KPut Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$74.5 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$59.2 Million0.08% of portfolio
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High Tower Advisors, LLC Chicago, IL2.14MShares$50.9 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.07MShares$49.3 Million10.62% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX1.79MShares$42.6 Million3.53% of portfolio