Carson Allaria Wealth Management, Ltd. Dimensional ETF Tr Dimensional Transaction History
Carson Allaria Wealth Management, Ltd.
- $169 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding DFIS
# of Institutions
195Shares Held
78.5MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp22.2MShares$540 Million0.61% of portfolio
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Matson Money. Inc.12.3MShares$301 Million11.41% of portfolio
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Mather Group, Llc. Chicago, IL10.2MShares$248 Million3.52% of portfolio
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Ci Private Wealth, LLC Miami, FL4.02MShares$97.9 Million0.16% of portfolio
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Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$63.5 Million3.04% of portfolio