Keebeck Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Keebeck Wealth Management, LLC
- $671 Million
- Q2 2024
A detailed history of Keebeck Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Keebeck Wealth Management, LLC holds 8,426 shares of DFSV stock, worth $255,813. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,426
Previous 10,993
23.35%
Holding current value
$255,813
Previous $330,000
26.67%
% of portfolio
0.04%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding DFSV
# of Institutions
318Shares Held
81.2MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$249 Million3.69% of portfolio
-
Jmg Financial Group, Ltd.4.91MShares$149 Million5.43% of portfolio
-
Savant Capital, LLC4.64MShares$141 Million1.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.74MShares$83.3 Million0.14% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA2.51MShares$76.3 Million0.78% of portfolio