Parkwoods Wealth Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Parkwoods Wealth Partners, LLC
- $148 Billion
- Q1 2025
A detailed history of Parkwoods Wealth Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Parkwoods Wealth Partners, LLC holds 26,461 shares of DFIS stock, worth $793,830. This represents 0.46% of its overall portfolio holdings.
Number of Shares
26,461
Previous 19,151
38.17%
Holding current value
$793,830
Previous $470 Million
45.4%
% of portfolio
0.46%
Previous 0.37%
Shares
3 transactions
Others Institutions Holding DFIS
# of Institutions
253Shares Held
94.1MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.4MShares$552 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$374 Million11.74% of portfolio
-
Mather Group, Llc. Chicago, IL11.4MShares$342 Million3.44% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.9MShares$117 Million0.43% of portfolio
-
First Citizens Bank & Trust CO3.79MShares$114 Million1.68% of portfolio