Keyvantage Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Keyvantage Wealth, LLC
- $223 Billion
- Q2 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 170,603 shares of DFSV stock, worth $5.41 Million. This represents 2.25% of its overall portfolio holdings.
Number of Shares
170,603
Previous 158,368
7.73%
Holding current value
$5.41 Million
Previous $4.46 Billion
12.62%
% of portfolio
2.25%
Previous 2.17%
Shares
3 transactions
Others Institutions Holding DFSV
# of Institutions
482Shares Held
131MCall Options Held
0Put Options Held
0-
Savant Capital, LLC11.8MShares$373 Million2.26% of portfolio
-
Mather Group, Llc. Chicago, IL6.51MShares$206 Million2.11% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.8MShares$184 Million0.25% of portfolio
-
Jmg Financial Group, Ltd.5.43MShares$172 Million5.05% of portfolio
-
Cerity Partners LLC New York, NY3.46MShares$110 Million0.18% of portfolio