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 $64.2 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
$64.2 Million
Previous $36 Million
33.84%
% of portfolio
3.04%
Previous 2.26%
Shares
2 transactions
Others Institutions Holding DFIS
# of Institutions
170Shares Held
48.3MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp11.7MShares$287 Million0.4% of portfolio
-
Mather Group, Llc. Chicago, IL6.2MShares$153 Million2.34% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.08MShares$101 Million0.16% of portfolio
-
Savant Capital, LLC2.18MShares$53.8 Million0.63% of portfolio
-
Envestnet Asset Management Inc1.4MShares$34.5 Million0.01% of portfolio