Worth Pointe, LLC Dimensional ETF Tr Dimensional Transaction History
Worth Pointe, LLC
- $235 Million
- Q3 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 16,574 shares of DFAR stock, worth $382,859. This represents 0.18% of its overall portfolio holdings.
Number of Shares
16,574
Previous 12,026
37.82%
Holding current value
$382,859
Previous $265,000
60.0%
% of portfolio
0.18%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding DFAR
# of Institutions
218Shares Held
35.4MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$68.1 Million5.23% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.2MShares$50.7 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.93MShares$44.5 Million12.28% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.63MShares$37.6 Million3.86% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$30.7 Million2.99% of portfolio