Ritholtz Wealth Management Dimensional ETF Tr Dimensional Transaction History
Ritholtz Wealth Management
- $5.05 Billion
- Q3 2025
A detailed history of Ritholtz Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ritholtz Wealth Management holds 3,449,699 shares of DFSV stock, worth $108 Million. This represents 2.18% of its overall portfolio holdings.
Number of Shares
3,449,699
Previous 3,210,827
7.44%
Holding current value
$108 Million
Previous $94.5 Million
16.24%
% of portfolio
2.18%
Previous 2.12%
Shares
12 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