Colony Family Offices, LLC Dimensional ETF Tr Dimensional Transaction History
Colony Family Offices, LLC
- $294 Million
- Q4 2024
A detailed history of Colony Family Offices, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Colony Family Offices, LLC holds 27,518 shares of DFIS stock, worth $700,333. This represents 0.23% of its overall portfolio holdings.
Number of Shares
27,518
Previous 27,475
0.16%
Holding current value
$700,333
Previous $737,000
8.41%
% of portfolio
0.23%
Previous 0.25%
Shares
10 transactions
Others Institutions Holding DFIS
# of Institutions
235Shares Held
81.5MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp17.7MShares$451 Million0.42% of portfolio
-
Matson Money. Inc.12.4MShares$316 Million10.93% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$272 Million3.42% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.82MShares$97.2 Million0.14% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$66.3 Million3.04% of portfolio