Balance Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Balance Wealth, LLC
- $154 Billion
- Q1 2025
A detailed history of Balance Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Balance Wealth, LLC holds 9,444 shares of DFSV stock, worth $250,832. This represents 0.17% of its overall portfolio holdings.
Number of Shares
9,444Holding current value
$250,832% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding DFSV
# of Institutions
419Shares Held
112MCall Options Held
600Put Options Held
8.2K-
Savant Capital, LLC8.05MShares$214 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$202 Million3.5% of portfolio
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Jmg Financial Group, Ltd.5.44MShares$144 Million5.92% of portfolio
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Mather Group, Llc. Chicago, IL5.01MShares$133 Million1.64% of portfolio
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Ci Private Wealth, LLC Miami, FL3.98MShares$106 Million0.19% of portfolio