Wealthspan Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Wealthspan Partners, LLC
- $205 Million
- Q1 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 13,382 shares of DFAR stock, worth $316,216. This represents 0.16% of its overall portfolio holdings.
Number of Shares
13,382
Previous 12,542
6.7%
Holding current value
$316,216
Previous $291,000
9.28%
% of portfolio
0.16%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding DFAR
# of Institutions
263Shares Held
43.3MCall Options Held
27.2KPut Options Held
10K-
Vista Wealth Management Group, LLC3.13MShares$74 Million5.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.55MShares$60.2 Million0.08% of portfolio
-
Prudential Financial Inc Newark, NJ2.34MShares$55.4 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.01MShares$47.6 Million11.74% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.73MShares$40.9 Million3.75% of portfolio