Martin Worley Group Dimensional ETF Tr Dimensional Transaction History
Martin Worley Group
- $183 Million
- Q2 2025
A detailed history of Martin Worley Group transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Martin Worley Group holds 134,056 shares of DFIS stock, worth $4.25 Million. This represents 2.18% of its overall portfolio holdings.
Number of Shares
134,056
Previous 118,166
13.45%
Holding current value
$4.25 Million
Previous $3.05 Billion
99.87%
% of portfolio
2.18%
Previous 1.74%
Shares
3 transactions
Others Institutions Holding DFIS
# of Institutions
274Shares Held
86.2MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.7MShares$593 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$396 Million12.99% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.34MShares$106 Million0.15% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.93MShares$93 Million0.36% of portfolio
-
First Citizens Bank & Trust CO2.86MShares$90.6 Million1.31% of portfolio