Wp Wealth LLP Dimensional ETF Tr Dimensional Transaction History
Wp Wealth LLP
- $554 Billion
- Q2 2025
A detailed history of Wp Wealth LLP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wp Wealth LLP holds 40,876 shares of DFIS stock, worth $1.29 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
40,876
Previous 30,027
36.13%
Holding current value
$1.29 Million
Previous $737 Million
65.43%
% of portfolio
0.22%
Previous 0.15%
Shares
4 transactions
Others Institutions Holding DFIS
# of Institutions
276Shares Held
85.5MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.7MShares$590 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$394 Million12.99% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.35MShares$106 Million0.13% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.93MShares$92.6 Million0.36% of portfolio
-
First Citizens Bank & Trust CO2.86MShares$90.2 Million1.31% of portfolio