Wealthspan Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Wealthspan Partners, LLC
- $198 Million
- Q3 2024
A detailed history of Wealthspan Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealthspan Partners, LLC holds 11,814 shares of DFAR stock, worth $295,704. This represents 0.15% of its overall portfolio holdings.
Number of Shares
11,814
Previous 9,943
18.82%
Holding current value
$295,704
Previous $219,000
37.9%
% of portfolio
0.15%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding DFAR
# of Institutions
218Shares Held
35.5MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$73.8 Million5.23% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.2MShares$55 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.93MShares$48.2 Million12.28% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$42 Million3.67% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$33.2 Million2.99% of portfolio