Nelson, Van Denburg & Campbell Wealth Management Group, LLC Dimensional ETF Tr Dimensional Transaction History
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
- $2.63 Billion
- Q4 2024
A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 66,471 shares of DFIS stock, worth $1.74 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
66,471
Previous 63,327
4.96%
Holding current value
$1.74 Million
Previous $1.7 Million
3.94%
% of portfolio
0.06%
Previous 0.07%
Shares
11 transactions
Others Institutions Holding DFIS
# of Institutions
235Shares Held
81.5MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp17.7MShares$463 Million0.42% of portfolio
-
Matson Money. Inc.12.4MShares$324 Million10.93% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$279 Million3.42% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.82MShares$99.8 Million0.14% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$68.1 Million3.04% of portfolio