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 3 shares of DFSV stock, worth $84. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3
Previous 3
-0.0%
Holding current value
$84
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DFSV
# of Institutions
437Shares Held
120MCall Options Held
10.7KPut Options Held
5.5K-
Savant Capital, LLC9.38MShares$265 Million2.0% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$216 Million2.99% of portfolio
-
Jmg Financial Group, Ltd.5.82MShares$165 Million5.77% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.05MShares$143 Million0.24% of portfolio
-
Mather Group, Llc. Chicago, IL5.01MShares$142 Million1.64% of portfolio