O'Shaughnessy Asset Management, LLC Dimensional ETF Tr Dimensional Transaction History
O'Shaughnessy Asset Management, LLC
- $14.2 Billion
- Q2 2025
A detailed history of O'Shaughnessy Asset Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, O'Shaughnessy Asset Management, LLC holds 625 shares of DFIS stock, worth $19,943. This represents 0.0% of its overall portfolio holdings.
Number of Shares
625
Previous 549
13.84%
Holding current value
$19,943
Previous $14,000
28.57%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DFIS
# of Institutions
275Shares Held
85.4MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.7MShares$597 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$398 Million12.99% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.34MShares$107 Million0.15% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.93MShares$93.6 Million0.36% of portfolio
-
First Citizens Bank & Trust CO2.86MShares$91.1 Million1.31% of portfolio