Dynamic Advisor Solutions LLC Dimensional ETF Tr Dimensional Transaction History
Dynamic Advisor Solutions LLC
- $3.33 Billion
- Q3 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 181,880 shares of DFIS stock, worth $5.77 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
181,880
Previous 177,754
2.32%
Holding current value
$5.77 Million
Previous $5.3 Million
8.45%
% of portfolio
0.17%
Previous 0.17%
Shares
11 transactions
Others Institutions Holding DFIS
# of Institutions
273Shares Held
85.9MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.7MShares$593 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$396 Million12.99% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.34MShares$106 Million0.15% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.93MShares$93 Million0.36% of portfolio
-
First Citizens Bank & Trust CO2.86MShares$90.6 Million1.31% of portfolio