Squire Investment Management Company, LLC Dimensional ETF Tr Dimensional Transaction History
Squire Investment Management Company, LLC
- $271 Billion
- Q2 2025
A detailed history of Squire Investment Management Company, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Squire Investment Management Company, LLC holds 22,331 shares of DFIS stock, worth $708,339. This represents 0.25% of its overall portfolio holdings.
Number of Shares
22,331
Previous 24,960
10.53%
Holding current value
$708,339
Previous $645 Million
3.32%
% of portfolio
0.25%
Previous 0.27%
Shares
6 transactions
Others Institutions Holding DFIS
# of Institutions
273Shares Held
85.8MCall 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