Roberts Glore & CO Inc Dimensional ETF Tr Dimensional Transaction History
Roberts Glore & CO Inc
- $354 Million
- Q3 2025
A detailed history of Roberts Glore & CO Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Roberts Glore & CO Inc holds 75,823 shares of DFSV stock, worth $2.38 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
75,823
Previous 77,716
2.44%
Holding current value
$2.38 Million
Previous $2.29 Million
5.55%
% of portfolio
0.68%
Previous 0.69%
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