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 $79 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
$79 Million
Previous $36 Million
33.84%
% of portfolio
3.04%
Previous 2.26%
Shares
2 transactions
Others Institutions Holding DFIS
# of Institutions
259Shares Held
86.6MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.4MShares$558 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$378 Million11.74% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.9MShares$118 Million0.43% of portfolio
-
First Citizens Bank & Trust CO3.79MShares$115 Million1.68% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.59MShares$109 Million0.16% of portfolio