Carson Allaria Wealth Management, Ltd. Dimensional ETF Tr Dimensional Transaction History
Carson Allaria Wealth Management, Ltd.
- $155 Million
- Q1 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 19,584 shares of DFSV stock, worth $560,494. This represents 0.38% of its overall portfolio holdings.
Number of Shares
19,584Holding current value
$560,494% of portfolio
0.38%Shares
2 transactions
Others Institutions Holding DFSV
# of Institutions
298Shares Held
72.6MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$235 Million3.65% of portfolio
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Jmg Financial Group, Ltd.4.66MShares$133 Million5.49% of portfolio
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Savant Capital, LLC2.83MShares$80.9 Million0.98% of portfolio
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Ep Wealth Advisors, LLC Torrance, CA2.67MShares$76.3 Million0.95% of portfolio
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Ci Private Wealth, LLC Miami, FL2.21MShares$63.2 Million0.1% of portfolio