Diversified Portfolios, Inc. Dimensional ETF Tr Dimensional Transaction History
Diversified Portfolios, Inc.
- $778 Million
- Q1 2025
A detailed history of Diversified Portfolios, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Diversified Portfolios, Inc. holds 443,919 shares of DFSV stock, worth $12.5 Million. This represents 1.61% of its overall portfolio holdings.
Number of Shares
443,919
Previous 378,898
17.16%
Holding current value
$12.5 Million
Previous $11.7 Million
7.15%
% of portfolio
1.61%
Previous 1.38%
Shares
12 transactions
Others Institutions Holding DFSV
# of Institutions
438Shares Held
120MCall Options Held
10.7KPut Options Held
5.5K-
Savant Capital, LLC9.38MShares$264 Million2.0% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$215 Million2.99% of portfolio
-
Jmg Financial Group, Ltd.5.82MShares$164 Million5.77% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.05MShares$142 Million0.24% of portfolio
-
Mather Group, Llc. Chicago, IL5.01MShares$141 Million1.64% of portfolio