Assetmark, Inc Dimensional ETF Tr Dimensional Transaction History

Assetmark, Inc

$41.6 Billion
Q2 2025

A detailed history of Assetmark, Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Assetmark, Inc holds 70 shares of DFIS stock, worth $2,220. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,220

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 04, 2025	BUY	$23.2 - $29.84 $1,624 - $2,088	70 New	70 $2,000
Q4 2022 Feb 10, 2023	BUY	$18.29 - $22.14 $4,060 - $4,915	222 New	222 $4,000

Others Institutions Holding DFIS

# of Institutions

274

Shares Held

86.2M

Call Options Held

Put Options Held

Jones Financial Companies Lllp

18.7M
Shares

$593 Million
0.43% of portfolio
Matson Money. Inc.

12.5M
Shares

$396 Million
12.99% of portfolio
Ci Private Wealth, LLC Miami, FL

3.34M
Shares

$106 Million
0.15% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.93M
Shares

$93 Million
0.36% of portfolio
First Citizens Bank & Trust CO

2.86M
Shares

$90.6 Million
1.31% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

More about DFIS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Assetmark, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Assetmark, Inc with notifications on news.

Account