Provident Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Provident Wealth Management, LLC
- $292 Million
- Q3 2024
A detailed history of Provident Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Provident Wealth Management, LLC holds 52,956 shares of DFIS stock, worth $1.37 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
52,956
Previous 54,335
2.54%
Holding current value
$1.37 Million
Previous $1.34 Million
6.13%
% of portfolio
0.49%
Previous 0.49%
Shares
6 transactions
Others Institutions Holding DFIS
# of Institutions
185Shares Held
65.8MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp21.4MShares$555 Million0.61% of portfolio
-
Mather Group, Llc. Chicago, IL10.2MShares$263 Million3.52% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.14MShares$107 Million0.18% of portfolio
-
Savant Capital, LLC2.61MShares$67.6 Million0.63% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$67.5 Million3.04% of portfolio