Fermata Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Fermata Advisors, LLC
- $510 Million
- Q4 2024
A detailed history of Fermata Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Fermata Advisors, LLC holds 127,626 shares of DFSV stock, worth $4.07 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
127,626
Previous 96,279
32.56%
Holding current value
$4.07 Million
Previous $2.97 Million
32.48%
% of portfolio
0.77%
Previous 0.61%
Shares
9 transactions
Others Institutions Holding DFSV
# of Institutions
352Shares Held
95.6MCall Options Held
10.1KPut Options Held
0-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$243 Million3.5% of portfolio
-
Savant Capital, LLC6.57MShares$209 Million1.72% of portfolio
-
Jmg Financial Group, Ltd.5.2MShares$166 Million5.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.43MShares$109 Million0.15% of portfolio
-
Mather Group, Llc. Chicago, IL2.97MShares$94.7 Million1.18% of portfolio