Kingswood Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 20,005 shares of DFSV stock, worth $669,167. This represents 0.04% of its overall portfolio holdings.
Number of Shares
20,005Holding current value
$669,167% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding DFSV
# of Institutions
340Shares Held
95.2MCall Options Held
10.1KPut Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$274 Million3.73% of portfolio
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Savant Capital, LLC6.57MShares$220 Million1.72% of portfolio
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Jmg Financial Group, Ltd.5.2MShares$174 Million5.67% of portfolio
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Ci Private Wealth, LLC Miami, FL3.43MShares$115 Million0.15% of portfolio
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Mather Group, Llc. Chicago, IL2.97MShares$99.3 Million1.18% of portfolio