Tanager Wealth Management LLP Dimensional ETF Tr Dimensional Transaction History
Tanager Wealth Management LLP
- $848 Billion
- Q2 2025
A detailed history of Tanager Wealth Management LLP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Tanager Wealth Management LLP holds 401,786 shares of DFIS stock, worth $12.2 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
401,786
Previous 318,774
26.04%
Holding current value
$12.2 Million
Previous $8.24 Billion
45.55%
% of portfolio
1.41%
Previous 1.07%
Shares
5 transactions
Others Institutions Holding DFIS
# of Institutions
264Shares Held
85MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.4MShares$559 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$379 Million12.99% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.59MShares$109 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.93MShares$88.9 Million0.36% of portfolio
-
First Citizens Bank & Trust CO2.86MShares$86.7 Million1.31% of portfolio