Ritholtz Wealth Management Dimensional ETF Tr Dimensional Transaction History
Ritholtz Wealth Management
- $4.45 Billion
- Q2 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 3,210,827 shares of DFSV stock, worth $101 Million. This represents 2.12% of its overall portfolio holdings.
Number of Shares
3,210,827
Previous 2,451,943
30.95%
Holding current value
$101 Million
Previous $69 Million
36.9%
% of portfolio
2.12%
Previous 2.1%
Shares
11 transactions
Others Institutions Holding DFSV
# of Institutions
477Shares Held
129MCall Options Held
0Put Options Held
0-
Savant Capital, LLC11.8MShares$370 Million2.26% of portfolio
-
Mather Group, Llc. Chicago, IL6.46MShares$203 Million2.05% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.82MShares$183 Million0.22% of portfolio
-
Jmg Financial Group, Ltd.5.43MShares$171 Million5.05% of portfolio
-
Cerity Partners LLC New York, NY3.04MShares$95.3 Million0.16% of portfolio