Tanager Wealth Management LLP Dimensional ETF Tr Dimensional Transaction History
Tanager Wealth Management LLP
- $769 Billion
- Q1 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 318,774 shares of DFIS stock, worth $9.26 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
318,774
Previous 233,977
36.24%
Holding current value
$9.26 Million
Previous $5.75 Billion
43.37%
% of portfolio
1.07%
Previous 0.75%
Shares
4 transactions
Others Institutions Holding DFIS
# of Institutions
253Shares Held
94MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.4MShares$535 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$362 Million11.74% of portfolio
-
Mather Group, Llc. Chicago, IL11.4MShares$332 Million3.44% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.9MShares$113 Million0.43% of portfolio
-
First Citizens Bank & Trust CO3.79MShares$110 Million1.68% of portfolio