Grant Private Wealth Management Inc Dimensional ETF Tr Dimensional Transaction History
Grant Private Wealth Management Inc
- $92.7 Billion
- Q4 2024
A detailed history of Grant Private Wealth Management Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Grant Private Wealth Management Inc holds 65,513 shares of DFSV stock, worth $2.04 Million. This represents 2.18% of its overall portfolio holdings.
Number of Shares
65,513Holding current value
$2.04 Million% of portfolio
2.18%Shares
1 transactions
Others Institutions Holding DFSV
# of Institutions
392Shares Held
106MCall Options Held
10.1KPut Options Held
0-
Savant Capital, LLC8.05MShares$250 Million2.02% of portfolio
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Alaska Permanent Fund Corp Juneau, AK7.62MShares$237 Million3.5% of portfolio
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Jmg Financial Group, Ltd.5.44MShares$169 Million5.92% of portfolio
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Mather Group, Llc. Chicago, IL4.17MShares$130 Million1.67% of portfolio
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Ci Private Wealth, LLC Miami, FL3.98MShares$124 Million0.19% of portfolio