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 $342,834. This represents 0.16% of its overall portfolio holdings.
Number of Shares
14,771
Previous 13,382
10.38%
Holding current value
$342,834
Previous $318,000
8.81%
% of portfolio
0.16%
Previous 0.16%
Shares
5 transactions
Others Institutions Holding DFAR
# of Institutions
273Shares Held
43.7MCall Options Held
27.2KPut Options Held
10K-
Vista Wealth Management Group, LLC3.13MShares$72.7 Million5.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.55MShares$59.1 Million0.08% of portfolio
-
Prudential Financial Inc Newark, NJ2.34MShares$54.4 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.07MShares$48.1 Million10.62% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.73MShares$40.2 Million3.75% of portfolio