Edge Financial Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Edge Financial Advisors LLC
- $112 Billion
- Q4 2024
A detailed history of Edge Financial Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Edge Financial Advisors LLC holds 31,812 shares of DFSV stock, worth $894,235. This represents 0.87% of its overall portfolio holdings.
Number of Shares
31,812
Previous 32,210
1.24%
Holding current value
$894,235
Previous $992 Million
1.3%
% of portfolio
0.87%
Previous 0.88%
Shares
3 transactions
Others Institutions Holding DFSV
# of Institutions
416Shares Held
110MCall Options Held
600Put Options Held
8.2K-
Savant Capital, LLC8.05MShares$226 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$214 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.44MShares$153 Million5.92% of portfolio
-
Mather Group, Llc. Chicago, IL4.17MShares$117 Million1.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.98MShares$112 Million0.19% of portfolio