Gen Financial Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Gen Financial Management, Inc.
- $148 Billion
- Q1 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 30,170 shares of DFSV stock, worth $801,315. This represents 0.58% of its overall portfolio holdings.
Number of Shares
30,170
Previous 17,768
69.8%
Holding current value
$801,315
Previous $547 Million
55.29%
% of portfolio
0.58%
Previous 0.35%
Shares
2 transactions
Others Institutions Holding DFSV
# of Institutions
419Shares Held
112MCall Options Held
600Put Options Held
8.2K-
Savant Capital, LLC8.05MShares$214 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$202 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.44MShares$144 Million5.92% of portfolio
-
Mather Group, Llc. Chicago, IL5.01MShares$133 Million1.64% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.98MShares$106 Million0.19% of portfolio