Eclectic Associates Inc Dimensional ETF Tr Dimensional Transaction History
Eclectic Associates Inc
- $409 Million
- Q2 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 371,128 shares of DFIS stock, worth $11.3 Million. This represents 2.71% of its overall portfolio holdings.
Number of Shares
371,128
Previous 317,941
16.73%
Holding current value
$11.3 Million
Previous $8.32 Million
33.15%
% of portfolio
2.71%
Previous 2.51%
Shares
4 transactions
Others Institutions Holding DFIS
# of Institutions
264Shares Held
85MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.4MShares$559 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$379 Million12.99% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.59MShares$109 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.93MShares$88.9 Million0.36% of portfolio
-
First Citizens Bank & Trust CO2.86MShares$86.7 Million1.31% of portfolio