Householder Group Estate & Retirement Specialist, LLC Dimensional ETF Tr Dimensional Transaction History

Householder Group Estate & Retirement Specialist, LLC

$356 Million
Q2 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 03, 2024	BUY	$23.13 - $25.1 $1,249 - $1,355	54 New	54 $1,000

Others Institutions Holding DFIS

# of Institutions

184

Shares Held

61.4M

Call Options Held

Put Options Held

Jones Financial Companies Lllp

21.4M
Shares

$573 Million
0.61% of portfolio
Mather Group, Llc. Chicago, IL

6.52M
Shares

$174 Million
1.96% of portfolio
Ci Private Wealth, LLC Miami, FL

4.14M
Shares

$111 Million
0.18% of portfolio
Savant Capital, LLC

2.61M
Shares

$69.9 Million
0.63% of portfolio
Balasa Dinverno & Foltz LLC Itasca, IL

2.6M
Shares

$69.8 Million
3.04% of portfolio

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