Harbor Investment Advisory, LLC Dimensional ETF Tr Dimensional Transaction History
Harbor Investment Advisory, LLC
- $1.31 Billion
- Q2 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 109,539 shares of DFIS stock, worth $3.29 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
109,539
Previous 52,144
110.07%
Holding current value
$3.29 Million
Previous $1.36 Million
138.56%
% of portfolio
0.25%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding DFIS
# of Institutions
253Shares Held
94.5MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.4MShares$552 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$374 Million11.74% of portfolio
-
Mather Group, Llc. Chicago, IL11.4MShares$342 Million3.44% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.9MShares$117 Million0.43% of portfolio
-
First Citizens Bank & Trust CO3.79MShares$114 Million1.68% of portfolio