Diversified Portfolios, Inc. Dimensional ETF Tr Dimensional Transaction History
Diversified Portfolios, Inc.
- $855 Million
- Q2 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 318,545 shares of DFSV stock, worth $9.3 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
318,545
Previous 246,054
29.46%
Holding current value
$9.3 Million
Previous $7.41 Million
23.78%
% of portfolio
1.07%
Previous 1.06%
Shares
9 transactions
Others Institutions Holding DFSV
# of Institutions
316Shares Held
81.1MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$239 Million3.69% of portfolio
-
Jmg Financial Group, Ltd.4.91MShares$143 Million5.43% of portfolio
-
Savant Capital, LLC4.64MShares$136 Million1.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.74MShares$80.1 Million0.14% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA2.51MShares$73.3 Million0.78% of portfolio