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 30,027 shares of DFIS stock, worth $779,801. This represents 0.15% of its overall portfolio holdings.
Number of Shares
30,027
Previous 15,414
94.8%
Holding current value
$779,801
Previous $414 Million
78.29%
% of portfolio
0.15%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding DFIS
# of Institutions
229Shares Held
81.1MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp17.7MShares$460 Million0.42% of portfolio
-
Matson Money. Inc.12.4MShares$322 Million10.93% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$277 Million3.42% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.82MShares$99.2 Million0.14% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$67.6 Million3.04% of portfolio