Highland Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Highland Financial Advisors, LLC
- $277 Million
- Q1 2025
A detailed history of Highland Financial Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Highland Financial Advisors, LLC holds 7,771 shares of DFSV stock, worth $206,320. This represents 0.08% of its overall portfolio holdings.
Number of Shares
7,771
Previous 7,771
-0.0%
Holding current value
$206,320
Previous $239,000
8.79%
% of portfolio
0.08%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding DFSV
# of Institutions
428Shares Held
116MCall Options Held
600Put Options Held
8.2K-
Savant Capital, LLC9.38MShares$249 Million2.0% 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