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 295,916 shares of DFSV stock, worth $7.86 Million. This represents 1.88% of its overall portfolio holdings.
Number of Shares
295,916
Previous 278,369
6.3%
Holding current value
$7.86 Million
Previous $8.57 Million
6.24%
% of portfolio
1.88%
Previous 1.77%
Shares
6 transactions
Others Institutions Holding DFSV
# of Institutions
419Shares Held
112MCall Options Held
600Put Options Held
8.2K-
Savant Capital, LLC8.05MShares$214 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$202 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.44MShares$144 Million5.92% of portfolio
-
Mather Group, Llc. Chicago, IL5.01MShares$133 Million1.64% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.98MShares$106 Million0.19% of portfolio