Allodium Investment Consultants, LLC Dimensional ETF Tr Dimensional Transaction History
Allodium Investment Consultants, LLC
- $177 Billion
- Q3 2025
A detailed history of Allodium Investment Consultants, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Allodium Investment Consultants, LLC holds 278,448 shares of DFIS stock, worth $8.83 Million. This represents 4.97% of its overall portfolio holdings.
Number of Shares
278,448
Previous 262,231
6.18%
Holding current value
$8.83 Million
Previous $7.82 Billion
12.55%
% of portfolio
4.97%
Previous 4.95%
Shares
4 transactions
Others Institutions Holding DFIS
# of Institutions
273Shares Held
85.8MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.7MShares$593 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$396 Million12.99% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.34MShares$106 Million0.15% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.93MShares$93 Million0.36% of portfolio
-
First Citizens Bank & Trust CO2.86MShares$90.6 Million1.31% of portfolio