Kathleen S. Wright Associates Inc. Dimensional ETF Tr Dimensional Transaction History
Kathleen S. Wright Associates Inc.
- $242 Million
- Q4 2024
A detailed history of Kathleen S. Wright Associates Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 32,314 shares of DFSV stock, worth $908,346. This represents 0.41% of its overall portfolio holdings.
Number of Shares
32,314
Previous 31,114
3.86%
Holding current value
$908,346
Previous $958,000
3.76%
% of portfolio
0.41%
Previous 0.39%
Shares
7 transactions
Others Institutions Holding DFSV
# of Institutions
417Shares Held
110MCall Options Held
600Put Options Held
8.2K-
Savant Capital, LLC8.05MShares$226 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$214 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.44MShares$153 Million5.92% of portfolio
-
Mather Group, Llc. Chicago, IL4.17MShares$117 Million1.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.98MShares$112 Million0.19% of portfolio