Ami Investment Management Inc Dimensional ETF Tr Dimensional Transaction History
Ami Investment Management Inc
- $377 Million
- Q3 2025
A detailed history of Ami Investment Management Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ami Investment Management Inc holds 227,245 shares of DFIS stock, worth $7.14 Million. This represents 1.91% of its overall portfolio holdings.
Number of Shares
227,245
Previous 207,218
9.66%
Holding current value
$7.14 Million
Previous $6.18 Million
16.24%
% of portfolio
1.91%
Previous 1.78%
Shares
2 transactions
Others Institutions Holding DFIS
# of Institutions
287Shares Held
114MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp34.1MShares$1.07 Billion0.74% of portfolio
-
Matson Money. Inc.12.2MShares$384 Million12.88% of portfolio
-
Natixis Advisors, L.P. Boston, MA7.99MShares$251 Million0.37% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.53MShares$111 Million0.47% of portfolio
-
First Citizens Bank & Trust CO3.43MShares$108 Million1.94% of portfolio