Gen Financial Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Gen Financial Management, Inc.
- $122 Billion
- Q2 2025
A detailed history of Gen Financial Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Gen Financial Management, Inc. holds 59,849 shares of DFIS stock, worth $1.83 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
59,849
Previous 10,723
458.14%
Holding current value
$1.83 Million
Previous $277 Million
544.53%
% of portfolio
1.46%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding DFIS
# of Institutions
263Shares Held
85.1MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.4MShares$564 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$382 Million12.99% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.59MShares$110 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.93MShares$89.9 Million0.36% of portfolio
-
First Citizens Bank & Trust CO2.86MShares$87.5 Million1.31% of portfolio