Tobias Financial Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Tobias Financial Advisors, Inc.
- $486 Million
- Q3 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 299,152 shares of DFIS stock, worth $7.52 Million. This represents 1.65% of its overall portfolio holdings.
Number of Shares
299,152
Previous 282,006
6.08%
Holding current value
$7.52 Million
Previous $6.95 Million
15.57%
% of portfolio
1.65%
Previous 1.54%
Shares
5 transactions
Others Institutions Holding DFIS
# of Institutions
200Shares Held
80.4MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp22.2MShares$557 Million0.61% of portfolio
-
Matson Money. Inc.12.4MShares$312 Million10.93% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$268 Million3.42% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.02MShares$101 Million0.16% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$65.5 Million3.04% of portfolio