Bogart Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Bogart Wealth, LLC
- $2.46 Billion
- Q3 2025
A detailed history of Bogart Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Bogart Wealth, LLC holds 192 shares of DFIS stock, worth $6,032. This represents 0.0% of its overall portfolio holdings.
Number of Shares
192
Previous 192
-0.0%
Holding current value
$6,032
Previous $5,000
20.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DFIS
# of Institutions
287Shares Held
113MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp34.1MShares$1.07 Billion0.74% of portfolio
-
Matson Money. Inc.12.2MShares$384 Million12.88% of portfolio
-
Natixis Advisors, L.P. Boston, MA7.99MShares$251 Million0.37% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.53MShares$111 Million0.47% of portfolio
-
First Citizens Bank & Trust CO3.43MShares$108 Million1.94% of portfolio