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 $1.89 Million. This represents 2.0% of its overall portfolio holdings.
Number of Shares
65,731
Previous 65,513
0.33%
Holding current value
$1.89 Million
Previous $2.02 Billion
8.24%
% of portfolio
2.0%
Previous 2.18%
Shares
2 transactions
Others Institutions Holding DFSV
# of Institutions
441Shares Held
120MCall Options Held
10.7KPut Options Held
5.5K-
Savant Capital, LLC9.38MShares$270 Million2.0% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$220 Million2.99% of portfolio
-
Jmg Financial Group, Ltd.5.82MShares$168 Million5.77% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.05MShares$145 Million0.24% of portfolio
-
Mather Group, Llc. Chicago, IL5.01MShares$144 Million1.64% of portfolio