Aspire Wealth Management Corp Dimensional ETF Tr Dimensional Transaction History
Aspire Wealth Management Corp
- $174 Million
- Q3 2024
A detailed history of Aspire Wealth Management Corp transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Aspire Wealth Management Corp holds 45,803 shares of DFIS stock, worth $1.23 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
45,803
Previous 36,578
25.22%
Holding current value
$1.23 Million
Previous $900,000
36.44%
% of portfolio
0.7%
Previous 0.54%
Shares
3 transactions
Others Institutions Holding DFIS
# of Institutions
245Shares Held
91MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp17.7MShares$475 Million0.42% of portfolio
-
Matson Money. Inc.12.4MShares$333 Million10.93% of portfolio
-
Mather Group, Llc. Chicago, IL11.4MShares$306 Million3.44% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.9MShares$105 Million0.43% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.82MShares$102 Million0.14% of portfolio