Mpwm Advisory Solutions, LLC Dimensional ETF Tr Dimensional Transaction History
Mpwm Advisory Solutions, LLC
- $138 Billion
- Q1 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 $1,140. This represents 0.0% of its overall portfolio holdings.
Number of Shares
40
Previous 40
-0.0%
Holding current value
$1,140
Previous $982,000
5.3%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DFIS
# of Institutions
253Shares Held
93.8MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.2MShares$520 Million0.16% of portfolio
-
Matson Money. Inc.12.5MShares$356 Million11.74% of portfolio
-
Mather Group, Llc. Chicago, IL11.4MShares$326 Million3.44% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.9MShares$111 Million0.43% of portfolio
-
First Citizens Bank & Trust CO3.79MShares$108 Million1.68% of portfolio