49 Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
49 Wealth Management, LLC
- $702 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding DFIS
# of Institutions
235Shares Held
81.5MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp17.7MShares$463 Million0.42% of portfolio
-
Matson Money. Inc.12.4MShares$324 Million10.93% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$279 Million3.42% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.82MShares$99.8 Million0.14% of portfolio
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Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$68.1 Million3.04% of portfolio