Shearwater Capital LLC Dimensional ETF Tr Dimensional Transaction History
Shearwater Capital LLC
- $147 Million
- Q4 2024
A detailed history of Shearwater Capital LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Shearwater Capital LLC holds 16,502 shares of DFSV stock, worth $495,720. This represents 0.35% of its overall portfolio holdings.
Number of Shares
16,502
Previous 17,162
3.85%
Holding current value
$495,720
Previous $528,000
3.98%
% of portfolio
0.35%
Previous 0.37%
Shares
9 transactions
Others Institutions Holding DFSV
# of Institutions
414Shares Held
109MCall Options Held
600Put Options Held
8.2K-
Savant Capital, LLC8.05MShares$242 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$229 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.44MShares$163 Million5.92% of portfolio
-
Mather Group, Llc. Chicago, IL4.17MShares$125 Million1.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.98MShares$119 Million0.19% of portfolio