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 $82.2 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
$82.2 Million
Previous $36 Million
33.84%
% of portfolio
3.04%
Previous 2.26%
Shares
2 transactions
Others Institutions Holding DFIS
# of Institutions
276Shares Held
85.5MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.7MShares$590 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$394 Million12.99% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.35MShares$106 Million0.13% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.93MShares$92.6 Million0.36% of portfolio
-
First Citizens Bank & Trust CO2.86MShares$90.2 Million1.31% of portfolio