Tilson Financial Group, Inc. Dimensional ETF Tr Dimensional Transaction History
Tilson Financial Group, Inc.
- $253 Million
- Q1 2025
A detailed history of Tilson Financial Group, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Tilson Financial Group, Inc. holds 144,236 shares of DFIS stock, worth $4.3 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
144,236
Previous 138,278
4.31%
Holding current value
$4.3 Million
Previous $3.4 Million
9.75%
% of portfolio
1.47%
Previous 1.39%
Shares
10 transactions
Others Institutions Holding DFIS
# of Institutions
262Shares Held
85MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.4MShares$549 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$372 Million12.99% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.59MShares$107 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.93MShares$87.4 Million0.36% of portfolio
-
First Citizens Bank & Trust CO2.86MShares$85.1 Million1.31% of portfolio