Tobias Financial Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Tobias Financial Advisors, Inc.
- $483 Million
- Q4 2024
A detailed history of Tobias Financial Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 343,041 shares of DFIS stock, worth $9.2 Million. This represents 1.74% of its overall portfolio holdings.
Number of Shares
343,041
Previous 299,152
14.67%
Holding current value
$9.2 Million
Previous $8.03 Million
4.97%
% of portfolio
1.74%
Previous 1.65%
Shares
6 transactions
Others Institutions Holding DFIS
# of Institutions
245Shares Held
91MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp17.7MShares$475 Million0.42% of portfolio
-
Matson Money. Inc.12.4MShares$333 Million10.93% of portfolio
-
Mather Group, Llc. Chicago, IL11.4MShares$306 Million3.44% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.9MShares$105 Million0.43% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.82MShares$102 Million0.14% of portfolio