Discipline Wealth Solutions, LLC Dimensional ETF Tr Dimensional Transaction History
Discipline Wealth Solutions, LLC
- $246 Million
- Q2 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 142,606 shares of DFSV stock, worth $4.4 Million. This represents 1.7% of its overall portfolio holdings.
Number of Shares
142,606
Previous 126,595
12.65%
Holding current value
$4.4 Million
Previous $3.56 Million
17.77%
% of portfolio
1.7%
Previous 1.8%
Shares
7 transactions
Others Institutions Holding DFSV
# of Institutions
443Shares Held
120MCall Options Held
10.7KPut Options Held
5.5K-
Savant Capital, LLC9.38MShares$289 Million2.0% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$235 Million2.99% of portfolio
-
Jmg Financial Group, Ltd.5.82MShares$180 Million5.77% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.05MShares$156 Million0.24% of portfolio
-
Mather Group, Llc. Chicago, IL5.01MShares$155 Million1.64% of portfolio