Collective Family Office LLC Dimensional ETF Tr Dimensional Transaction History
Collective Family Office LLC
- $305 Million
- Q1 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 50,278 shares of DFSV stock, worth $1.44 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
50,278
Previous 49,524
1.52%
Holding current value
$1.44 Million
Previous $1.44 Million
4.92%
% of portfolio
0.5%
Previous 0.51%
Shares
7 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
-
Jmg Financial Group, Ltd.4.66MShares$133 Million5.49% of portfolio
-
Savant Capital, LLC2.83MShares$80.9 Million0.98% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA2.67MShares$76.3 Million0.95% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.21MShares$63.2 Million0.1% of portfolio