Collective Family Office LLC Dimensional ETF Tr Dimensional Transaction History
Collective Family Office LLC
- $360 Million
- Q4 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 90,722 shares of DFSV stock, worth $2.89 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
90,722
Previous 85,394
6.24%
Holding current value
$2.89 Million
Previous $2.63 Million
6.16%
% of portfolio
0.78%
Previous 0.72%
Shares
10 transactions
Others Institutions Holding DFSV
# of Institutions
356Shares Held
99.2MCall Options Held
10.1KPut Options Held
0-
Savant Capital, LLC8.05MShares$256 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$242 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.2MShares$166 Million5.67% of portfolio
-
Mather Group, Llc. Chicago, IL4.17MShares$133 Million1.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.43MShares$109 Million0.15% of portfolio