Worth Pointe, LLC Dimensional ETF Tr Dimensional Transaction History
Worth Pointe, LLC
- $232 Million
- Q2 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 21,097 shares of DFAR stock, worth $487,551. This represents 0.21% of its overall portfolio holdings.
Number of Shares
21,097
Previous 21,097
-0.0%
Holding current value
$487,551
Previous $501,000
1.4%
% of portfolio
0.21%
Previous 0.23%
Shares
4 transactions
Others Institutions Holding DFAR
# of Institutions
272Shares Held
43.4MCall Options Held
27.2KPut Options Held
10K-
Vista Wealth Management Group, LLC3.13MShares$72.4 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$57.5 Million0.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.14MShares$49.5 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.07MShares$47.9 Million10.62% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.73MShares$40 Million3.75% of portfolio