Ritter Daniher Financial Advisory LLC Dimensional ETF Tr Dimensional Transaction History
Ritter Daniher Financial Advisory LLC
- $330 Million
- Q1 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 305,344 shares of DFIS stock, worth $8.87 Million. This represents 2.39% of its overall portfolio holdings.
Number of Shares
305,344
Previous 160,027
90.81%
Holding current value
$8.87 Million
Previous $3.93 Million
100.76%
% of portfolio
2.39%
Previous 1.18%
Shares
2 transactions
Others Institutions Holding DFIS
# of Institutions
253Shares Held
94MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.4MShares$535 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$362 Million11.74% of portfolio
-
Mather Group, Llc. Chicago, IL11.4MShares$332 Million3.44% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.9MShares$113 Million0.43% of portfolio
-
First Citizens Bank & Trust CO3.79MShares$110 Million1.68% of portfolio