Valued Wealth Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Valued Wealth Advisors LLC
- $146 Billion
- Q2 2024
A detailed history of Valued Wealth Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 50 shares of DFIS stock, worth $1,339. This represents 0.0% of its overall portfolio holdings.
Number of Shares
50
Previous 50
-0.0%
Holding current value
$1,339
Previous $1.25 Million
1.68%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DFIS
# of Institutions
184Shares Held
61.4MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp21.4MShares$573 Million0.61% of portfolio
-
Mather Group, Llc. Chicago, IL6.52MShares$174 Million1.96% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.14MShares$111 Million0.18% of portfolio
-
Savant Capital, LLC2.61MShares$69.9 Million0.63% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$69.8 Million3.04% of portfolio