Keebeck Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Keebeck Wealth Management, LLC
- $667 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding DFIS
# of Institutions
195Shares Held
78.5MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp22.2MShares$552 Million0.61% of portfolio
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Matson Money. Inc.12.3MShares$307 Million11.41% of portfolio
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Mather Group, Llc. Chicago, IL10.2MShares$253 Million3.52% of portfolio
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Ci Private Wealth, LLC Miami, FL4.02MShares$99.9 Million0.16% of portfolio
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Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$64.8 Million3.04% of portfolio