Diversified Portfolios, Inc. Dimensional ETF Tr Dimensional Transaction History
Diversified Portfolios, Inc.
- $699 Million
- Q1 2024
A detailed history of Diversified Portfolios, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Diversified Portfolios, Inc. holds 246,054 shares of DFSV stock, worth $7.08 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
246,054
Previous 212,312
15.89%
Holding current value
$7.08 Million
Previous $6.18 Million
19.8%
% of portfolio
1.06%
Previous 0.98%
Shares
8 transactions
Others Institutions Holding DFSV
# of Institutions
297Shares Held
72.6MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$236 Million3.65% of portfolio
-
Jmg Financial Group, Ltd.4.66MShares$134 Million5.49% of portfolio
-
Savant Capital, LLC2.83MShares$81.3 Million0.98% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA2.67MShares$76.8 Million0.95% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.21MShares$63.6 Million0.1% of portfolio