Wealthspan Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Wealthspan Partners, LLC
- $222 Million
- Q2 2025
A detailed history of Wealthspan Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealthspan Partners, LLC holds 14,771 shares of DFAR stock, worth $352,140. This represents 0.16% of its overall portfolio holdings.
Number of Shares
14,771
Previous 13,382
10.38%
Holding current value
$352,140
Previous $318,000
8.81%
% of portfolio
0.16%
Previous 0.16%
Shares
5 transactions
Others Institutions Holding DFAR
# of Institutions
278Shares Held
44MCall Options Held
9.6KPut Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$74.6 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$59.4 Million0.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.14MShares$51 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.07MShares$49.4 Million10.62% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.79MShares$42.6 Million3.53% of portfolio