Worth Pointe, LLC Dimensional ETF Tr Dimensional Transaction History
Worth Pointe, LLC
- $259 Million
- Q3 2025
A detailed history of Worth Pointe, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Worth Pointe, LLC holds 21,142 shares of DFAR stock, worth $502,968. This represents 0.19% of its overall portfolio holdings.
Number of Shares
21,142
Previous 21,097
0.21%
Holding current value
$502,968
Previous $494,000
2.02%
% of portfolio
0.19%
Previous 0.21%
Shares
5 transactions
Others Institutions Holding DFAR
# of Institutions
278Shares Held
45.9MCall Options Held
9.6KPut Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$74.5 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$59.2 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.2MShares$52.3 Million10.63% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.14MShares$50.9 Million0.07% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.79MShares$42.6 Million3.53% of portfolio