Avondale Wealth Management Dimensional ETF Tr Dimensional Transaction History
Avondale Wealth Management
- $144 Million
- Q2 2024
A detailed history of Avondale Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Avondale Wealth Management holds 94 shares of DFSV stock, worth $2,836. This represents 0.0% of its overall portfolio holdings.
Number of Shares
94
Previous 58
62.07%
Holding current value
$2,836
Previous $1,000
100.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DFSV
# of Institutions
319Shares Held
81.2MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$248 Million3.69% of portfolio
-
Jmg Financial Group, Ltd.4.91MShares$148 Million5.43% of portfolio
-
Savant Capital, LLC4.64MShares$140 Million1.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.74MShares$82.8 Million0.14% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA2.51MShares$75.8 Million0.78% of portfolio