Harbor Investment Advisory, LLC Dimensional ETF Tr Dimensional Transaction History
Harbor Investment Advisory, LLC
- $1.4 Billion
- Q3 2025
A detailed history of Harbor Investment Advisory, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Harbor Investment Advisory, LLC holds 140,807 shares of DFIS stock, worth $4.43 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
140,807
Previous 109,539
28.55%
Holding current value
$4.43 Million
Previous $3.25 Million
36.85%
% of portfolio
0.32%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding DFIS
# of Institutions
278Shares Held
88.7MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.7MShares$588 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$392 Million12.99% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.53MShares$111 Million0.47% of portfolio
-
First Citizens Bank & Trust CO3.43MShares$108 Million1.94% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.34MShares$105 Million0.15% of portfolio