Mpwm Advisory Solutions, LLC Dimensional ETF Tr Dimensional Transaction History
Mpwm Advisory Solutions, LLC
- $138 Billion
- Q1 2025
A detailed history of Mpwm Advisory Solutions, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Mpwm Advisory Solutions, LLC holds 40 shares of DFIS stock, worth $1,200. This represents 0.0% of its overall portfolio holdings.
Number of Shares
40
Previous 40
-0.0%
Holding current value
$1,200
Previous $982,000
5.3%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DFIS
# of Institutions
254Shares Held
94.3MCall 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