Ritter Daniher Financial Advisory LLC Dimensional ETF Tr Dimensional Transaction History
Ritter Daniher Financial Advisory LLC
- $366 Million
- Q2 2025
A detailed history of Ritter Daniher Financial Advisory LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ritter Daniher Financial Advisory LLC holds 311,581 shares of DFIS stock, worth $9.88 Million. This represents 2.54% of its overall portfolio holdings.
Number of Shares
311,581
Previous 305,344
2.04%
Holding current value
$9.88 Million
Previous $7.89 Million
17.83%
% of portfolio
2.54%
Previous 2.39%
Shares
3 transactions
Others Institutions Holding DFIS
# of Institutions
274Shares Held
86.2MCall 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