Lantz Financial LLC Dimensional ETF Tr Dimensional Transaction History
Lantz Financial LLC
- $356 Million
- Q4 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 212,791 shares of DFSV stock, worth $6.82 Million. This represents 1.84% of its overall portfolio holdings.
Number of Shares
212,791
Previous 103,352
105.89%
Holding current value
$6.82 Million
Previous $3.18 Million
105.75%
% of portfolio
1.84%
Previous 0.91%
Shares
5 transactions
Others Institutions Holding DFSV
# of Institutions
346Shares Held
95.4MCall Options Held
10.1KPut Options Held
0-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$244 Million3.5% of portfolio
-
Savant Capital, LLC6.57MShares$211 Million1.72% of portfolio
-
Jmg Financial Group, Ltd.5.2MShares$167 Million5.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.43MShares$110 Million0.15% of portfolio
-
Mather Group, Llc. Chicago, IL2.97MShares$95.2 Million1.18% of portfolio