White Wing Wealth Management Dimensional ETF Tr Dimensional Transaction History
White Wing Wealth Management
- $121 Million
- Q1 2024
A detailed history of White Wing Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, White Wing Wealth Management holds 96,890 shares of DFAR stock, worth $2.26 Million. This represents 1.79% of its overall portfolio holdings.
Number of Shares
96,890
Previous 104,472
7.26%
Holding current value
$2.26 Million
Previous $2.38 Million
8.76%
% of portfolio
1.79%
Previous 2.17%
Shares
2 transactions
Others Institutions Holding DFAR
# of Institutions
195Shares Held
30.2MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC1.99MShares$46.6 Million3.51% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.81MShares$42.3 Million4.06% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.81MShares$42.3 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.74MShares$40.7 Million9.47% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$31 Million2.99% of portfolio