Diversify Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Diversify Wealth Management, LLC
- $1.28 Trillion
- Q4 2024
A detailed history of Diversify Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 16,819 shares of DFSB stock, worth $0. This represents 0.07% of its overall portfolio holdings.
Number of Shares
16,819
Previous 16,246
3.53%
Holding current value
$0
Previous $847 Million
0.07%
% of portfolio
0.07%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding DFSB
# of Institutions
89Shares Held
4.53MCall Options Held
0Put Options Held
0-
Abacus Wealth Partners, LLC Santa Monica, CA2.08MShares$015.82% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA456KShares$00.0% of portfolio
-
Seeds Investor LLC New York, NY213KShares$03.09% of portfolio
-
Sei Investments CO Oaks, PA142KShares$00.0% of portfolio
-
Momentous Wealth Management, Inc. Vancouver, WA137KShares$05.79% of portfolio