Edge Financial Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Edge Financial Advisors LLC
- $113 Billion
- Q3 2024
A detailed history of Edge Financial Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Edge Financial Advisors LLC holds 32,210 shares of DFSV stock, worth $1.08 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
32,210
Previous 14,996
114.79%
Holding current value
$1.08 Million
Previous $457 Million
117.26%
% of portfolio
0.88%
Previous 0.4%
Shares
2 transactions
Others Institutions Holding DFSV
# of Institutions
340Shares Held
95.2MCall Options Held
10.1KPut Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$274 Million3.73% of portfolio
-
Savant Capital, LLC6.57MShares$220 Million1.72% of portfolio
-
Jmg Financial Group, Ltd.5.2MShares$174 Million5.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.43MShares$115 Million0.15% of portfolio
-
Mather Group, Llc. Chicago, IL2.97MShares$99.3 Million1.18% of portfolio