Savvy Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Savvy Advisors, Inc.
- $1.46 Billion
- Q2 2025
A detailed history of Savvy Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Savvy Advisors, Inc. holds 10,997 shares of DFIS stock, worth $348,824. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,997
Previous 7,993
37.58%
Holding current value
$348,824
Previous $206,000
59.22%
% of portfolio
0.02%
Previous 0.02%
Shares
2 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