Discipline Wealth Solutions, LLC Dimensional ETF Tr Dimensional Transaction History
Discipline Wealth Solutions, LLC
- $109 Million
- Q1 2024
A detailed history of Discipline Wealth Solutions, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 185,167 shares of DFIS stock, worth $4.68 Million. This represents 4.27% of its overall portfolio holdings.
Number of Shares
185,167
Previous 163,044
13.57%
Holding current value
$4.68 Million
Previous $3.94 Million
17.77%
% of portfolio
4.27%
Previous 3.93%
Shares
2 transactions
Others Institutions Holding DFIS
# of Institutions
171Shares Held
48.3MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp11.7MShares$295 Million0.4% of portfolio
-
Mather Group, Llc. Chicago, IL6.2MShares$157 Million2.34% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.08MShares$103 Million0.16% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$65.8 Million3.04% of portfolio
-
Savant Capital, LLC2.18MShares$55.1 Million0.63% of portfolio