Balasa Dinverno & Foltz LLC Dimensional ETF Tr Dimensional Transaction History
Balasa Dinverno & Foltz LLC
- $1.58 Billion
- Q3 2022
A detailed history of Balasa Dinverno & Foltz LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Balasa Dinverno & Foltz LLC holds 2,604,630 shares of DFIS stock, worth $69.9 Million. This represents 3.04% of its overall portfolio holdings.
Number of Shares
2,604,630
Previous 1,726,540
50.86%
Holding current value
$69.9 Million
Previous $36 Million
33.84%
% of portfolio
3.04%
Previous 2.26%
Shares
2 transactions
Others Institutions Holding DFIS
# of Institutions
236Shares Held
81.5MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp17.7MShares$475 Million0.42% of portfolio
-
Matson Money. Inc.12.4MShares$333 Million10.93% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$286 Million3.42% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.82MShares$102 Million0.14% of portfolio
-
Savant Capital, LLC2.08MShares$55.7 Million0.41% of portfolio