Avondale Wealth Management Dimensional ETF Tr Dimensional Transaction History
Avondale Wealth Management
- $153 Million
- Q1 2025
A detailed history of Avondale Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Avondale Wealth Management holds 126 shares of DFSV stock, worth $3,604. This represents 0.0% of its overall portfolio holdings.
Number of Shares
126
Previous 126
-0.0%
Holding current value
$3,604
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DFSV
# of Institutions
441Shares Held
120MCall Options Held
10.7KPut Options Held
5.5K-
Savant Capital, LLC9.38MShares$268 Million2.0% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$218 Million2.99% of portfolio
-
Jmg Financial Group, Ltd.5.82MShares$166 Million5.77% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.05MShares$144 Million0.24% of portfolio
-
Mather Group, Llc. Chicago, IL5.01MShares$143 Million1.64% of portfolio