Allworth Financial LP Dimensional ETF Tr Dimensional Transaction History

Allworth Financial LP

$17.3 Billion
Q4 2024

A detailed history of Allworth Financial LP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Allworth Financial LP holds 61 shares of DFSB stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 60 1.67%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	N/A	1 Added 1.67%	61 $0
Q2 2024 Jul 23, 2024	BUY	N/A	60 New	60 $0

Others Institutions Holding DFSB

# of Institutions

Shares Held

3.95M

Call Options Held

Put Options Held

Abacus Wealth Partners, LLC Santa Monica, CA

2.08M
Shares

$0
15.82% of portfolio
Quantum Financial Advisors, LLC Manhattan Beach, CA

397K
Shares

$0
0.0% of portfolio
Rfg Advisory, LLC Birmingham, AL

236K
Shares

$0
0.0% of portfolio
Citrine Capital LLC San Francisco, CA

136K
Shares

$0
5.12% of portfolio
Sei Investments CO Oaks, PA

120K
Shares

$0
0.0% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSB

More about DFSB

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Allworth Financial LP Dimensional ETF Tr Dimensional Transaction History