Eclectic Associates Inc Dimensional ETF Tr Dimensional Transaction History
Eclectic Associates Inc
- $331 Million
- Q1 2025
A detailed history of Eclectic Associates Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Eclectic Associates Inc holds 317,941 shares of DFIS stock, worth $8.62 Million. This represents 2.51% of its overall portfolio holdings.
Number of Shares
317,941
Previous 205,803
54.49%
Holding current value
$8.62 Million
Previous $5.05 Million
64.56%
% of portfolio
2.51%
Previous 1.62%
Shares
3 transactions
Others Institutions Holding DFIS
# of Institutions
247Shares Held
91.3MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp17.7MShares$480 Million0.42% of portfolio
-
Matson Money. Inc.12.5MShares$338 Million11.74% of portfolio
-
Mather Group, Llc. Chicago, IL11.4MShares$309 Million3.44% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.9MShares$106 Million0.43% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.82MShares$104 Million0.14% of portfolio