Steward Partners Investment Advisory, LLC Dimensional ETF Tr Dimensional Transaction History
Steward Partners Investment Advisory, LLC
- $11 Billion
- Q4 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 31,838 shares of DFSV stock, worth $917,252. This represents 0.01% of its overall portfolio holdings.
Number of Shares
31,838
Previous 31,859
0.07%
Holding current value
$917,252
Previous $981,000
0.2%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFSV
# of Institutions
416Shares Held
109MCall Options Held
600Put Options Held
8.2K-
Savant Capital, LLC8.05MShares$232 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$220 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.44MShares$157 Million5.92% of portfolio
-
Mather Group, Llc. Chicago, IL4.17MShares$120 Million1.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.98MShares$115 Million0.19% of portfolio