Mpwm Advisory Solutions, LLC Dimensional ETF Tr Dimensional Transaction History
Mpwm Advisory Solutions, LLC
- $158 Billion
- Q2 2025
A detailed history of Mpwm Advisory Solutions, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Mpwm Advisory Solutions, LLC holds 40 shares of DFIS stock, worth $1,268. This represents 0.0% of its overall portfolio holdings.
Number of Shares
40
Previous 40
-0.0%
Holding current value
$1,268
Previous $1.03 Million
15.47%
% of portfolio
0.0%
Previous 0.0%
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
-
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