Keyvantage Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Keyvantage Wealth, LLC
- $206 Billion
- Q1 2025
A detailed history of Keyvantage Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Keyvantage Wealth, LLC holds 158,368 shares of DFSV stock, worth $4.54 Million. This represents 2.17% of its overall portfolio holdings.
Number of Shares
158,368
Previous 9,240
1613.94%
Holding current value
$4.54 Million
Previous $284 Million
1467.49%
% of portfolio
2.17%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding DFSV
# of Institutions
437Shares Held
120MCall Options Held
10.7KPut Options Held
5.5K-
Savant Capital, LLC9.38MShares$269 Million2.0% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$218 Million2.99% of portfolio
-
Jmg Financial Group, Ltd.5.82MShares$167 Million5.77% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.05MShares$145 Million0.24% of portfolio
-
Mather Group, Llc. Chicago, IL5.01MShares$144 Million1.64% of portfolio