Daner Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Daner Wealth Management, LLC
- $150 Million
- Q3 2025
A detailed history of Daner Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Daner Wealth Management, LLC holds 51,302 shares of DFSV stock, worth $1.63 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
51,302
Previous 53,104
3.39%
Holding current value
$1.63 Million
Previous $1.63 Billion
99.9%
% of portfolio
1.09%
Previous 1.13%
Shares
3 transactions
Others Institutions Holding DFSV
# of Institutions
483Shares Held
130MCall Options Held
0Put Options Held
0-
Savant Capital, LLC11.8MShares$373 Million2.26% of portfolio
-
Mather Group, Llc. Chicago, IL6.51MShares$206 Million2.11% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.8MShares$184 Million0.25% of portfolio
-
Jmg Financial Group, Ltd.5.43MShares$172 Million5.05% of portfolio
-
Ritholtz Wealth Management3.21MShares$102 Million2.12% of portfolio