Grant Private Wealth Management Inc Dimensional ETF Tr Dimensional Transaction History
Grant Private Wealth Management Inc
- $92.7 Billion
- Q1 2025
A detailed history of Grant Private Wealth Management Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Grant Private Wealth Management Inc holds 65,731 shares of DFSV stock, worth $1.75 Million. This represents 2.0% of its overall portfolio holdings.
Number of Shares
65,731
Previous 65,513
0.33%
Holding current value
$1.75 Million
Previous $2.02 Billion
8.24%
% of portfolio
2.0%
Previous 2.18%
Shares
2 transactions
Others Institutions Holding DFSV
# of Institutions
423Shares Held
113MCall 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.5.82MShares$154 Million5.77% 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