Advyzon Investment Management, LLC Dimensional ETF Tr Dimensional Transaction History
Advyzon Investment Management, LLC
- $283 Billion
- Q1 2025
A detailed history of Advyzon Investment Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Advyzon Investment Management, LLC holds 73,912 shares of DFSV stock, worth $2.28 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
73,912
Previous 87,246
15.28%
Holding current value
$2.28 Million
Previous $2.69 Billion
22.52%
% of portfolio
0.74%
Previous 1.04%
Shares
2 transactions
Others Institutions Holding DFSV
# of Institutions
442Shares Held
120MCall Options Held
10.7KPut Options Held
5.5K-
Savant Capital, LLC9.38MShares$289 Million2.0% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$235 Million2.99% of portfolio
-
Jmg Financial Group, Ltd.5.82MShares$180 Million5.77% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.05MShares$156 Million0.24% of portfolio
-
Mather Group, Llc. Chicago, IL5.01MShares$155 Million1.64% of portfolio