Tobias Financial Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Tobias Financial Advisors, Inc.
- $635 Million
- Q3 2025
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 457,377 shares of DFIS stock, worth $14.4 Million. This represents 2.28% of its overall portfolio holdings.
Number of Shares
457,377
Previous 417,258
9.61%
Holding current value
$14.4 Million
Previous $12.5 Million
16.19%
% of portfolio
2.28%
Previous 2.19%
Shares
9 transactions
Others Institutions Holding DFIS
# of Institutions
287Shares Held
114MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp34.1MShares$1.07 Billion0.74% of portfolio
-
Matson Money. Inc.12.2MShares$384 Million12.88% of portfolio
-
Natixis Advisors, L.P. Boston, MA7.99MShares$251 Million0.37% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.53MShares$111 Million0.47% of portfolio
-
First Citizens Bank & Trust CO3.43MShares$108 Million1.94% of portfolio