Svb Wealth LLC Dimensional ETF Tr Dimensional Transaction History

Svb Wealth LLC

$2.41 Billion
Q1 2025

A detailed history of Svb Wealth LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Svb Wealth LLC holds 243,506 shares of DFIS stock, worth $7.27 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

243,506

Holding current value

$7.27 Million

% of portfolio

0.26%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	BUY	$23.92 - $26.89 $5.82 Million - $6.55 Million	243,506 New	243,506 $6.29 Million

Others Institutions Holding DFIS

# of Institutions

253

Shares Held

94.1M

Call Options Held

Put Options Held

Jones Financial Companies Lllp

18.4M
Shares

$549 Million
0.43% of portfolio
Matson Money. Inc.

12.5M
Shares

$372 Million
11.74% of portfolio
Mather Group, Llc. Chicago, IL

11.4M
Shares

$341 Million
3.44% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

3.9M
Shares

$116 Million
0.43% of portfolio
First Citizens Bank & Trust CO

3.79M
Shares

$113 Million
1.68% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

More about DFIS

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