Wealthspire Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Wealthspire Advisors, LLC
- $16.6 Billion
- Q1 2025
A detailed history of Wealthspire Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 36,908 shares of DFAR stock, worth $873,243. This represents 0.01% of its overall portfolio holdings.
Number of Shares
36,908
Previous 36,908
-0.0%
Holding current value
$873,243
Previous $858,000
2.21%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding DFAR
# of Institutions
262Shares Held
43.3MCall Options Held
27.2KPut Options Held
10K-
Vista Wealth Management Group, LLC3.13MShares$74.1 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$47.7 Million11.74% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.73MShares$41 Million3.75% of portfolio