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 $1.33 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
45,803
Previous 36,578
25.22%
Holding current value
$1.33 Million
Previous $900,000
36.44%
% of portfolio
0.7%
Previous 0.54%
Shares
3 transactions
Others Institutions Holding DFIS
# of Institutions
253Shares Held
94MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.4MShares$535 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$362 Million11.74% of portfolio
-
Mather Group, Llc. Chicago, IL11.4MShares$332 Million3.44% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.9MShares$113 Million0.43% of portfolio
-
First Citizens Bank & Trust CO3.79MShares$110 Million1.68% of portfolio