Bridgeworth, LLC Dimensional ETF Tr Dimensional Transaction History
Bridgeworth, LLC
- $1.01 Billion
- Q4 2023
A detailed history of Bridgeworth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Bridgeworth, LLC holds 568,749 shares of DFSV stock, worth $16.2 Million. This represents 1.64% of its overall portfolio holdings.
Number of Shares
568,749
Previous 503,662
12.92%
Holding current value
$16.2 Million
Previous $12.8 Million
29.77%
% of portfolio
1.64%
Previous 1.41%
Shares
4 transactions
Others Institutions Holding DFSV
# of Institutions
298Shares Held
72.6MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$233 Million3.65% of portfolio
-
Jmg Financial Group, Ltd.4.66MShares$132 Million5.49% of portfolio
-
Savant Capital, LLC2.83MShares$80.3 Million0.98% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA2.67MShares$75.7 Million0.95% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.21MShares$62.8 Million0.1% of portfolio