Lantz Financial LLC Dimensional ETF Tr Dimensional Transaction History

Lantz Financial LLC

$351 Million
Q3 2024

A detailed history of Lantz Financial LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Lantz Financial LLC holds 8,144 shares of DFIS stock, worth $201,971. This represents 0.06% of its overall portfolio holdings.

Number of Shares

8,144

Holding current value

$201,971

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 15, 2024	BUY	$24.06 - $26.97 $195,944 - $219,643	8,144 New	8,144 $218,000

Others Institutions Holding DFIS

# of Institutions

195

Shares Held

78.5M

Call Options Held

Put Options Held

Jones Financial Companies Lllp

22.2M
Shares

$550 Million
0.61% of portfolio
Matson Money. Inc.

12.3M
Shares

$306 Million
11.41% of portfolio
Mather Group, Llc. Chicago, IL

10.2M
Shares

$252 Million
3.52% of portfolio
Ci Private Wealth, LLC Miami, FL

4.02M
Shares

$99.6 Million
0.16% of portfolio
Balasa Dinverno & Foltz LLC Itasca, IL

2.6M
Shares

$64.6 Million
3.04% of portfolio

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

More about DFIS

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