Wealth Preservation Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Wealth Preservation Advisors, LLC
- $140 Billion
- Q1 2025
A detailed history of Wealth Preservation Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 47,618 shares of DFSV stock, worth $1.26 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
47,618Holding current value
$1.26 Million% of portfolio
0.96%Shares
1 transactions
Others Institutions Holding DFSV
# of Institutions
434Shares Held
119MCall Options Held
600Put Options Held
8.2K-
Savant Capital, LLC9.38MShares$249 Million2.0% of portfolio
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Alaska Permanent Fund Corp Juneau, AK7.62MShares$202 Million2.99% of portfolio
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Jmg Financial Group, Ltd.5.82MShares$154 Million5.77% of portfolio
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Ci Private Wealth, LLC Miami, FL5.05MShares$134 Million0.24% of portfolio
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Mather Group, Llc. Chicago, IL5.01MShares$133 Million1.64% of portfolio