Sentinel Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Sentinel Wealth Management, Inc.
- $115 Million
- Q3 2025
A detailed history of Sentinel Wealth Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sentinel Wealth Management, Inc. holds 239,196 shares of DFSV stock, worth $7.51 Million. This represents 6.62% of its overall portfolio holdings.
Number of Shares
239,196
Previous 233,852
2.29%
Holding current value
$7.51 Million
Previous $6.88 Million
10.67%
% of portfolio
6.62%
Previous 6.47%
Shares
2 transactions
Others Institutions Holding DFSV
# of Institutions
496Shares Held
140MCall Options Held
0Put Options Held
0-
Savant Capital, LLC13.4MShares$421 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL6.51MShares$204 Million2.11% of portfolio
-
Jmg Financial Group, Ltd.5.61MShares$176 Million5.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.14MShares$161 Million0.26% of portfolio
-
Cerity Partners LLC New York, NY3.46MShares$109 Million0.18% of portfolio