Rialto Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Rialto Wealth Management, LLC
- $307 Million
- Q1 2025
A detailed history of Rialto Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 20,471 shares of DFIS stock, worth $614,130. This represents 0.17% of its overall portfolio holdings.
Number of Shares
20,471
Previous 16,526
23.87%
Holding current value
$614,130
Previous $406 Million
99.87%
% of portfolio
0.17%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding DFIS
# of Institutions
254Shares Held
94.5MCall 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