Nelson, Van Denburg & Campbell Wealth Management Group, LLC Dimensional ETF Tr Dimensional Transaction History
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
- $2.42 Billion
- Q3 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 63,327 shares of DFIS stock, worth $1.58 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
63,327
Previous 60,076
5.41%
Holding current value
$1.58 Million
Previous $1.48 Million
14.87%
% of portfolio
0.07%
Previous 0.07%
Shares
10 transactions
Others Institutions Holding DFIS
# of Institutions
195Shares Held
78.5MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp22.2MShares$553 Million0.61% of portfolio
-
Matson Money. Inc.12.3MShares$308 Million11.41% of portfolio
-
Mather Group, Llc. Chicago, IL10.2MShares$254 Million3.52% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.02MShares$100 Million0.16% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$65 Million3.04% of portfolio