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 32,690 shares of DFSV stock, worth $1.05 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
32,690
Previous 30,170
8.35%
Holding current value
$1.05 Million
Previous $849 Million
13.28%
% of portfolio
0.79%
Previous 0.58%
Shares
3 transactions
Others Institutions Holding DFSV
# of Institutions
481Shares Held
129MCall Options Held
0Put Options Held
0-
Savant Capital, LLC11.8MShares$378 Million2.26% of portfolio
-
Mather Group, Llc. Chicago, IL6.46MShares$207 Million2.05% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.8MShares$186 Million0.25% of portfolio
-
Jmg Financial Group, Ltd.5.43MShares$174 Million5.05% of portfolio
-
Ritholtz Wealth Management3.21MShares$103 Million2.12% of portfolio