Delap Wealth Advisory, LLC Dimensional ETF Tr Dimensional Transaction History
Delap Wealth Advisory, LLC
- $208 Billion
- Q2 2025
A detailed history of Delap Wealth Advisory, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 48,836 shares of DFSV stock, worth $1.55 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
48,836Holding current value
$1.55 Million% of portfolio
0.69%Shares
	  1 transactions
	
  Others Institutions Holding DFSV
# of Institutions
482Shares Held
132MCall 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
- 
    
      Cerity Partners LLC New York, NY3.46MShares$110 Million0.18% of portfolio