Investmark Advisory Group LLC Dimensional ETF Tr Dimensional Transaction History
Investmark Advisory Group LLC
- $179 Million
- Q1 2024
A detailed history of Investmark Advisory Group LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Investmark Advisory Group LLC holds 46,704 shares of DFSV stock, worth $1.34 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
46,704
Previous 45,215
3.29%
Holding current value
$1.34 Million
Previous $1.32 Million
6.76%
% of portfolio
0.78%
Previous 0.78%
Shares
6 transactions
Others Institutions Holding DFSV
# of Institutions
297Shares Held
72.6MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$236 Million3.65% of portfolio
-
Jmg Financial Group, Ltd.4.66MShares$134 Million5.49% of portfolio
-
Savant Capital, LLC2.83MShares$81.3 Million0.98% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA2.67MShares$76.8 Million0.95% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.21MShares$63.6 Million0.1% of portfolio