Wp Wealth LLP Dimensional ETF Tr Dimensional Transaction History
Wp Wealth LLP
- $489 Billion
- Q4 2024
A detailed history of Wp Wealth LLP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wp Wealth LLP holds 61,199 shares of DFAR stock, worth $1.47 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
61,199
Previous 67,372
9.16%
Holding current value
$1.47 Million
Previous $1.73 Billion
17.56%
% of portfolio
0.29%
Previous 0.36%
Shares
9 transactions
Others Institutions Holding DFAR
# of Institutions
266Shares Held
43.9MCall Options Held
27.2KPut Options Held
10K-
Vista Wealth Management Group, LLC3.13MShares$75 Million5.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.55MShares$61 Million0.08% of portfolio
-
Prudential Financial Inc Newark, NJ2.34MShares$56.1 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.07MShares$49.7 Million10.62% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.73MShares$41.5 Million3.75% of portfolio