Parkworth Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Parkworth Wealth Management, Inc.
- $139 Billion
- Q2 2025
A detailed history of Parkworth Wealth Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Parkworth Wealth Management, Inc. holds 45,709 shares of DFSV stock, worth $1.44 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
45,709
Previous 41,229
10.87%
Holding current value
$1.44 Million
Previous $1.16 Billion
15.91%
% of portfolio
0.97%
Previous 0.93%
Shares
3 transactions
Others Institutions Holding DFSV
# of Institutions
496Shares Held
140MCall Options Held
0Put Options Held
0-
Savant Capital, LLC13.4MShares$421 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL6.51MShares$204 Million2.11% of portfolio
-
Jmg Financial Group, Ltd.5.61MShares$176 Million5.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.14MShares$161 Million0.26% of portfolio
-
Cerity Partners LLC New York, NY3.46MShares$109 Million0.18% of portfolio