Dynamic Advisor Solutions LLC Dimensional ETF Tr Dimensional Transaction History
Dynamic Advisor Solutions LLC
- $2.97 Billion
- Q1 2025
A detailed history of Dynamic Advisor Solutions LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 187,259 shares of DFIS stock, worth $5.59 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
187,259
Previous 184,396
1.55%
Holding current value
$5.59 Million
Previous $4.53 Million
6.85%
% of portfolio
0.16%
Previous 0.2%
Shares
9 transactions
Others Institutions Holding DFIS
# of Institutions
253Shares Held
94.1MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.4MShares$549 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$372 Million11.74% of portfolio
-
Mather Group, Llc. Chicago, IL11.4MShares$341 Million3.44% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.9MShares$116 Million0.43% of portfolio
-
First Citizens Bank & Trust CO3.79MShares$113 Million1.68% of portfolio