Rialto Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Rialto Wealth Management, LLC
- $342 Million
- Q2 2025
A detailed history of Rialto Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 20,380 shares of DFIS stock, worth $646,453. This represents 0.18% of its overall portfolio holdings.
Number of Shares
20,380
Previous 20,471
0.44%
Holding current value
$646,453
Previous $535,000
13.64%
% of portfolio
0.18%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding DFIS
# of Institutions
274Shares Held
86.1MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.7MShares$593 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$396 Million12.99% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.34MShares$106 Million0.15% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.93MShares$93 Million0.36% of portfolio
-
First Citizens Bank & Trust CO2.86MShares$90.6 Million1.31% of portfolio