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 771,493 shares of DFSV stock, worth $22.2 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
771,493
Previous 527,431
46.27%
Holding current value
$22.2 Million
Previous $11.9 Million
41.28%
% of portfolio
1.06%
Previous 0.75%
Shares
3 transactions
Others Institutions Holding DFSV
# of Institutions
297Shares Held
72.6MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$236 Million3.65% of portfolio
-
Jmg Financial Group, Ltd.4.66MShares$134 Million5.49% of portfolio
-
Savant Capital, LLC2.83MShares$81.3 Million0.98% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA2.67MShares$76.8 Million0.95% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.21MShares$63.6 Million0.1% of portfolio