Ifp Advisors, Inc Dimensional ETF Tr Dimensional Transaction History
Ifp Advisors, Inc
- $3.07 Billion
- Q1 2025
A detailed history of Ifp Advisors, Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ifp Advisors, Inc holds 1,534 shares of DFIS stock, worth $44,041. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,534
Previous 1,666
7.92%
Holding current value
$44,041
Previous $40,000
2.5%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding DFIS
# of Institutions
253Shares Held
94MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.4MShares$529 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$358 Million11.74% of portfolio
-
Mather Group, Llc. Chicago, IL11.4MShares$328 Million3.44% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.9MShares$112 Million0.43% of portfolio
-
First Citizens Bank & Trust CO3.79MShares$109 Million1.68% of portfolio