Martin Worley Group Dimensional ETF Tr Dimensional Transaction History
Martin Worley Group
- $175 Billion
- Q1 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 118,166 shares of DFIS stock, worth $3.59 Million. This represents 1.74% of its overall portfolio holdings.
Number of Shares
118,166
Previous 102,129
15.7%
Holding current value
$3.59 Million
Previous $2.51 Billion
21.76%
% of portfolio
1.74%
Previous 1.57%
Shares
2 transactions
Others Institutions Holding DFIS
# of Institutions
264Shares Held
85MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.4MShares$559 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$379 Million12.99% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.59MShares$109 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.93MShares$88.9 Million0.36% of portfolio
-
First Citizens Bank & Trust CO2.86MShares$86.7 Million1.31% of portfolio