Modern Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Modern Wealth Management, LLC
- $3.78 Billion
- Q2 2025
A detailed history of Modern Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Modern Wealth Management, LLC holds 569,891 shares of DFIS stock, worth $18.1 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
569,891Holding current value
$18.1 Million% of portfolio
0.45%Shares
1 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
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Ci Private Wealth, LLC Miami, FL3.34MShares$106 Million0.15% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA2.93MShares$93 Million0.36% of portfolio
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First Citizens Bank & Trust CO2.86MShares$90.6 Million1.31% of portfolio