Compass Ion Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Compass Ion Advisors, LLC
- $660 Million
- Q1 2024
A detailed history of Compass Ion Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 17,050 shares of DFSV stock, worth $488,141. This represents 0.08% of its overall portfolio holdings.
Number of Shares
17,050Holding current value
$488,141% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding DFSV
# of Institutions
297Shares 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$134 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$76.4 Million0.95% of portfolio
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Ci Private Wealth, LLC Miami, FL2.21MShares$63.3 Million0.1% of portfolio