Bogart Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Bogart Wealth, LLC
- $2.11 Billion
- Q1 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 $5,729. This represents 0.0% of its overall portfolio holdings.
Number of Shares
192
Previous 192
-0.0%
Holding current value
$5,729
Previous $4,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DFIS
# of Institutions
253Shares Held
94.1MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.4MShares$549 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$372 Million11.74% of portfolio
-
Mather Group, Llc. Chicago, IL11.4MShares$341 Million3.44% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.9MShares$116 Million0.43% of portfolio
-
First Citizens Bank & Trust CO3.79MShares$113 Million1.68% of portfolio