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 $1.46 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
48,836Holding current value
$1.46 Million% of portfolio
0.69%Shares
1 transactions
Others Institutions Holding DFSV
# of Institutions
472Shares Held
131MCall Options Held
10.7KPut Options Held
5.5K-
Savant Capital, LLC11.8MShares$352 Million2.26% of portfolio
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Alaska Permanent Fund Corp Juneau, AK7.62MShares$228 Million2.99% of portfolio
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Mather Group, Llc. Chicago, IL6.46MShares$193 Million2.05% of portfolio
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Jmg Financial Group, Ltd.5.82MShares$174 Million5.77% of portfolio
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Ci Private Wealth, LLC Miami, FL5.05MShares$151 Million0.24% of portfolio