Wealthspire Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Wealthspire Advisors, LLC
- $17.6 Billion
- Q2 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 39,904 shares of DFAR stock, worth $951,311. This represents 0.01% of its overall portfolio holdings.
Number of Shares
39,904
Previous 36,908
8.12%
Holding current value
$951,311
Previous $877,000
6.73%
% of portfolio
0.01%
Previous 0.01%
Shares
2 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