Mendota Financial Group, LLC Dimensional ETF Tr Dimensional Transaction History
Mendota Financial Group, LLC
- $171 Billion
- Q1 2024
A detailed history of Mendota Financial Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Mendota Financial Group, LLC holds 23,912 shares of DFSV stock, worth $688,187. This represents 0.42% of its overall portfolio holdings.
Number of Shares
23,912
Previous 24,914
4.02%
Holding current value
$688,187
Previous $726 Million
0.79%
% of portfolio
0.42%
Previous 0.57%
Shares
6 transactions
Others Institutions Holding DFSV
# of Institutions
297Shares Held
72.6MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$236 Million3.65% of portfolio
-
Jmg Financial Group, Ltd.4.66MShares$134 Million5.49% of portfolio
-
Savant Capital, LLC2.83MShares$81.3 Million0.98% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA2.67MShares$76.8 Million0.95% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.21MShares$63.6 Million0.1% of portfolio