Cyndeo Wealth Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Cyndeo Wealth Partners, LLC
- $1.4 Billion
- Q3 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 33,901 shares of DFSV stock, worth $1.13 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
33,901Holding current value
$1.13 Million% of portfolio
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
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Savant Capital, LLC6.57MShares$219 Million1.72% of portfolio
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Jmg Financial Group, Ltd.5.2MShares$173 Million5.67% of portfolio
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Ci Private Wealth, LLC Miami, FL3.43MShares$114 Million0.15% of portfolio
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Mather Group, Llc. Chicago, IL2.97MShares$98.9 Million1.18% of portfolio