Prospect Financial Group LLC Dimensional ETF Tr Dimensional Transaction History
Prospect Financial Group LLC
- $78.4 Billion
- Q1 2025
A detailed history of Prospect Financial Group LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Prospect Financial Group LLC holds 61,327 shares of DFIS stock, worth $1.78 Million. This represents 2.02% of its overall portfolio holdings.
Number of Shares
61,327
Previous 61,559
0.38%
Holding current value
$1.78 Million
Previous $1.51 Billion
4.84%
% of portfolio
2.02%
Previous 1.86%
Shares
2 transactions
Others Institutions Holding DFIS
# of Institutions
253Shares Held
94MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.4MShares$535 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$362 Million11.74% of portfolio
-
Mather Group, Llc. Chicago, IL11.4MShares$332 Million3.44% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.9MShares$113 Million0.43% of portfolio
-
First Citizens Bank & Trust CO3.79MShares$110 Million1.68% of portfolio