Parcion Private Wealth LLC Dimensional ETF Tr Dimensional Transaction History
Parcion Private Wealth LLC
- $1.12 Billion
- Q1 2024
Shares
1 transactions
Others Institutions Holding DFSV
# of Institutions
298Shares Held
72.6MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$233 Million3.65% of portfolio
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Jmg Financial Group, Ltd.4.66MShares$132 Million5.49% of portfolio
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Savant Capital, LLC2.83MShares$80.3 Million0.98% of portfolio
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Ep Wealth Advisors, LLC Torrance, CA2.67MShares$75.7 Million0.95% of portfolio
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Ci Private Wealth, LLC Miami, FL2.21MShares$62.8 Million0.1% of portfolio