Discipline Wealth Solutions, LLC Dimensional ETF Tr Dimensional Transaction History
Discipline Wealth Solutions, LLC
- $198 Million
- Q1 2025
A detailed history of Discipline Wealth Solutions, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 293,071 shares of DFIS stock, worth $7.95 Million. This represents 3.82% of its overall portfolio holdings.
Number of Shares
293,071
Previous 286,879
2.16%
Holding current value
$7.95 Million
Previous $7.05 Million
7.48%
% of portfolio
3.82%
Previous 3.41%
Shares
6 transactions
Others Institutions Holding DFIS
# of Institutions
246Shares Held
91.1MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp17.7MShares$480 Million0.42% of portfolio
-
Matson Money. Inc.12.4MShares$337 Million10.93% of portfolio
-
Mather Group, Llc. Chicago, IL11.4MShares$309 Million3.44% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.9MShares$106 Million0.43% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.82MShares$104 Million0.14% of portfolio