Compass Ion Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Compass Ion Advisors, LLC
- $759 Million
- Q3 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 $567,935. This represents 0.07% of its overall portfolio holdings.
Number of Shares
17,050
Previous 17,050
-0.0%
Holding current value
$567,935
Previous $490,000
7.14%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding DFSV
# of Institutions
339Shares Held
95.1MCall Options Held
10.1KPut Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$273 Million3.73% of portfolio
-
Savant Capital, LLC6.57MShares$219 Million1.72% of portfolio
-
Jmg Financial Group, Ltd.5.2MShares$173 Million5.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.43MShares$114 Million0.15% of portfolio
-
Mather Group, Llc. Chicago, IL2.97MShares$98.9 Million1.18% of portfolio