Nelson, Van Denburg & Campbell Wealth Management Group, LLC Dimensional ETF Tr Dimensional Transaction History
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
- $2.1 Billion
- Q1 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 53,920 shares of DFIS stock, worth $1.35 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
53,920
Previous 35,556
51.65%
Holding current value
$1.35 Million
Previous $859,000
57.28%
% of portfolio
0.06%
Previous 0.05%
Shares
8 transactions
Others Institutions Holding DFIS
# of Institutions
171Shares Held
48.3MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp11.7MShares$293 Million0.4% of portfolio
-
Mather Group, Llc. Chicago, IL6.2MShares$156 Million2.34% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.08MShares$103 Million0.16% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$65.4 Million3.04% of portfolio
-
Savant Capital, LLC2.18MShares$54.9 Million0.63% of portfolio