Collective Family Office LLC Dimensional ETF Tr Dimensional Transaction History
Collective Family Office LLC
- $336 Million
- Q2 2024
A detailed history of Collective Family Office LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Collective Family Office LLC holds 162,750 shares of DFIS stock, worth $4.36 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
162,750
Previous 150,456
8.17%
Holding current value
$4.36 Million
Previous $3.77 Million
6.31%
% of portfolio
1.19%
Previous 1.24%
Shares
9 transactions
Others Institutions Holding DFIS
# of Institutions
184Shares Held
61.4MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp21.4MShares$573 Million0.61% of portfolio
-
Mather Group, Llc. Chicago, IL6.52MShares$174 Million1.96% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.14MShares$111 Million0.18% of portfolio
-
Savant Capital, LLC2.61MShares$69.9 Million0.63% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$69.8 Million3.04% of portfolio