Worth Pointe, LLC Dimensional ETF Tr Dimensional Transaction History
Worth Pointe, LLC
- $241 Million
- Q4 2024
A detailed history of Worth Pointe, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Worth Pointe, LLC holds 21,351 shares of DFAR stock, worth $507,513. This represents 0.21% of its overall portfolio holdings.
Number of Shares
21,351
Previous 16,574
28.82%
Holding current value
$507,513
Previous $424,000
16.98%
% of portfolio
0.21%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding DFAR
# of Institutions
246Shares Held
40.9MCall Options Held
1.9KPut Options Held
0-
Vista Wealth Management Group, LLC3.02MShares$71.8 Million4.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.34MShares$55.6 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.95MShares$46.4 Million11.11% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$40 Million3.61% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$31.6 Million2.99% of portfolio