Daner Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Daner Wealth Management, LLC
- $136 Billion
- Q4 2024
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 57,249 shares of DFSV stock, worth $1.73 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
57,249Holding current value
$1.73 Million% of portfolio
1.35%Shares
1 transactions
Others Institutions Holding DFSV
# of Institutions
441Shares Held
120MCall Options Held
10.7KPut Options Held
5.5K-
Savant Capital, LLC9.38MShares$283 Million2.0% of portfolio
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Alaska Permanent Fund Corp Juneau, AK7.62MShares$230 Million2.99% of portfolio
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Jmg Financial Group, Ltd.5.82MShares$176 Million5.77% of portfolio
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Ci Private Wealth, LLC Miami, FL5.05MShares$152 Million0.24% of portfolio
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Mather Group, Llc. Chicago, IL5.01MShares$151 Million1.64% of portfolio