Carson Allaria Wealth Management, Ltd. Dimensional ETF Tr Dimensional Transaction History
Carson Allaria Wealth Management, Ltd.
- $169 Million
- Q4 2024
A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 20,131 shares of DFSV stock, worth $565,882. This represents 0.37% of its overall portfolio holdings.
Number of Shares
20,131
Previous 19,632
2.54%
Holding current value
$565,882
Previous $604,000
2.48%
% of portfolio
0.37%
Previous 0.36%
Shares
5 transactions
Others Institutions Holding DFSV
# of Institutions
417Shares Held
109MCall Options Held
600Put Options Held
8.2K-
Savant Capital, LLC8.05MShares$226 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$214 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.44MShares$153 Million5.92% of portfolio
-
Mather Group, Llc. Chicago, IL4.17MShares$117 Million1.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.98MShares$112 Million0.19% of portfolio