Nelson, Van Denburg & Campbell Wealth Management Group, LLC Dimensional ETF Tr Dimensional Transaction History
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
- $2.94 Billion
- Q3 2025
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 99,576 shares of DFIS stock, worth $3.13 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
99,576
Previous 69,697
42.87%
Holding current value
$3.13 Million
Previous $2.08 Million
51.47%
% of portfolio
0.11%
Previous 0.08%
Shares
14 transactions
Others Institutions Holding DFIS
# of Institutions
287Shares Held
114MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp34.1MShares$1.07 Billion0.74% of portfolio
-
Matson Money. Inc.12.2MShares$384 Million12.88% of portfolio
-
Natixis Advisors, L.P. Boston, MA7.99MShares$251 Million0.37% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.53MShares$111 Million0.47% of portfolio
-
First Citizens Bank & Trust CO3.43MShares$108 Million1.94% of portfolio