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 $858,259. This represents 0.41% of its overall portfolio holdings.
Number of Shares
32,314
Previous 31,114
3.86%
Holding current value
$858,259
Previous $958,000
3.76%
% of portfolio
0.41%
Previous 0.39%
Shares
7 transactions
Others Institutions Holding DFSV
# of Institutions
419Shares Held
112MCall Options Held
600Put Options Held
8.2K-
Savant Capital, LLC8.05MShares$214 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$202 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.44MShares$144 Million5.92% of portfolio
-
Mather Group, Llc. Chicago, IL5.01MShares$133 Million1.64% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.98MShares$106 Million0.19% of portfolio