Tobias Financial Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Tobias Financial Advisors, Inc.
- $569 Million
- Q2 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 290,788 shares of DFSV stock, worth $9.41 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
290,788
Previous 330,468
12.01%
Holding current value
$9.41 Million
Previous $9.3 Million
8.01%
% of portfolio
1.5%
Previous 1.86%
Shares
8 transactions
Others Institutions Holding DFSV
# of Institutions
477Shares Held
129MCall Options Held
0Put Options Held
0-
Savant Capital, LLC11.8MShares$381 Million2.26% of portfolio
-
Mather Group, Llc. Chicago, IL6.46MShares$209 Million2.05% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.8MShares$188 Million0.25% of portfolio
-
Jmg Financial Group, Ltd.5.43MShares$176 Million5.05% of portfolio
-
Ritholtz Wealth Management3.21MShares$104 Million2.12% of portfolio