Exencial Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Exencial Wealth Advisors, LLC
- $2.66 Billion
- Q4 2024
A detailed history of Exencial Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 1,077,665 shares of DFSV stock, worth $32.7 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
1,077,665
Previous 978,719
10.11%
Holding current value
$32.7 Million
Previous $30.1 Million
10.04%
% of portfolio
1.25%
Previous 1.11%
Shares
11 transactions
Others Institutions Holding DFSV
# of Institutions
412Shares Held
109MCall Options Held
600Put Options Held
8.2K-
Savant Capital, LLC8.05MShares$244 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$231 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.44MShares$165 Million5.92% of portfolio
-
Mather Group, Llc. Chicago, IL4.17MShares$127 Million1.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.98MShares$121 Million0.19% of portfolio