Hassell Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Hassell Wealth Management, LLC
- $158 Billion
- Q1 2024
A detailed history of Hassell Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Hassell Wealth Management, LLC holds 555,082 shares of DFSV stock, worth $15.8 Million. This represents 10.16% of its overall portfolio holdings.
Number of Shares
555,082
Previous 543,865
2.06%
Holding current value
$15.8 Million
Previous $15.7 Billion
1.85%
% of portfolio
10.16%
Previous 10.56%
Shares
6 transactions
Others Institutions Holding DFSV
# of Institutions
298Shares Held
72.6MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$233 Million3.65% of portfolio
-
Jmg Financial Group, Ltd.4.66MShares$132 Million5.49% of portfolio
-
Savant Capital, LLC2.83MShares$80.3 Million0.98% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA2.67MShares$75.7 Million0.95% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.21MShares$62.8 Million0.1% of portfolio