Werba Rubin Papier Wealth Management Dimensional ETF Tr Dimensional Transaction History
Werba Rubin Papier Wealth Management
- $460 Billion
- Q1 2025
A detailed history of Werba Rubin Papier Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Werba Rubin Papier Wealth Management holds 19,219 shares of DFIS stock, worth $558,119. This represents 0.11% of its overall portfolio holdings.
Number of Shares
19,219
Previous 19,216
0.02%
Holding current value
$558,119
Previous $472 Million
5.25%
% of portfolio
0.11%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding DFIS
# of Institutions
253Shares Held
94MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.4MShares$535 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$362 Million11.74% of portfolio
-
Mather Group, Llc. Chicago, IL11.4MShares$332 Million3.44% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.9MShares$113 Million0.43% of portfolio
-
First Citizens Bank & Trust CO3.79MShares$110 Million1.68% of portfolio