Daner Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Daner Wealth Management, LLC
- $136 Billion
- Q4 2024
A detailed history of Daner Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Daner Wealth Management, LLC holds 57,249 shares of DFSV stock, worth $1.62 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
57,249Holding current value
$1.62 Million% of portfolio
1.35%Shares
1 transactions
Others Institutions Holding DFSV
# of Institutions
416Shares Held
109MCall Options Held
600Put Options Held
8.2K-
Savant Capital, LLC8.05MShares$227 Million2.02% of portfolio
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Alaska Permanent Fund Corp Juneau, AK7.62MShares$215 Million3.5% of portfolio
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Jmg Financial Group, Ltd.5.44MShares$154 Million5.92% of portfolio
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Mather Group, Llc. Chicago, IL4.17MShares$118 Million1.67% of portfolio
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Ci Private Wealth, LLC Miami, FL3.98MShares$112 Million0.19% of portfolio