Indie Asset Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Indie Asset Partners, LLC
- $69.7 Million
- Q3 2025
A detailed history of Indie Asset Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Indie Asset Partners, LLC holds 70,385 shares of DFIS stock, worth $2.21 Million. This represents 3.2% of its overall portfolio holdings.
Number of Shares
70,385
Previous 69,820
0.81%
Holding current value
$2.21 Million
Previous $2.08 Million
6.87%
% of portfolio
3.2%
Previous 3.94%
Shares
2 transactions
Others Institutions Holding DFIS
# of Institutions
287Shares Held
114MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp34.1MShares$1.07 Billion0.74% of portfolio
-
Matson Money. Inc.12.2MShares$384 Million12.88% of portfolio
-
Natixis Advisors, L.P. Boston, MA7.99MShares$251 Million0.37% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.53MShares$111 Million0.47% of portfolio
-
First Citizens Bank & Trust CO3.43MShares$108 Million1.94% of portfolio