Mission Wealth Management, LP Dimensional ETF Tr Dimensional Transaction History
Mission Wealth Management, LP
- $3.78 Billion
- Q1 2024
A detailed history of Mission Wealth Management, LP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Mission Wealth Management, LP holds 15,514 shares of DFSV stock, worth $440,597. This represents 0.01% of its overall portfolio holdings.
Number of Shares
15,514
Previous 15,514
-0.0%
Holding current value
$440,597
Previous $451,000
3.33%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding DFSV
# of Institutions
298Shares Held
72.6MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$233 Million3.65% of portfolio
-
Jmg Financial Group, Ltd.4.66MShares$132 Million5.49% of portfolio
-
Savant Capital, LLC2.83MShares$80.3 Million0.98% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA2.67MShares$75.7 Million0.95% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.21MShares$62.8 Million0.1% of portfolio