Wells Fargo & Company Dimensional ETF Tr Dimensional Transaction History

Wells Fargo & Company

$429 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 12, 2025	SELL	$22.72 - $25.76 $127,890 - $145,003	-5,629 Reduced 90.01%	625 $14,000
Q3 2024 Nov 13, 2024	BUY	$21.91 - $26.03 $137,025 - $162,791	6,254 New	6,254 $160,000

Others Institutions Holding DFAR

# of Institutions

262

Shares Held

43.4M

Call Options Held

27.2K

Put Options Held

10K

Vista Wealth Management Group, LLC

3.13M
Shares

$74.1 Million
5.07% of portfolio
High Tower Advisors, LLC Chicago, IL

2.55M
Shares

$60.2 Million
0.08% of portfolio
Prudential Financial Inc Newark, NJ

2.34M
Shares

$55.4 Million
0.08% of portfolio
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA

2.01M
Shares

$47.7 Million
11.74% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

1.73M
Shares

$41 Million
3.75% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
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