Trademark Financial Management, LLC Dimensional ETF Tr Dimensional Transaction History
Trademark Financial Management, LLC
- $123 Billion
- Q2 2024
A detailed history of Trademark Financial Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Trademark Financial Management, LLC holds 7,675 shares of DFSB stock, worth $0. This represents 0.32% of its overall portfolio holdings.
Number of Shares
7,675
Previous 7,805
1.67%
Holding current value
$0
Previous $404 Million
2.96%
% of portfolio
0.32%
Previous 0.34%
Shares
2 transactions
Others Institutions Holding DFSB
# of Institutions
61Shares Held
3.31MCall Options Held
0Put Options Held
0-
Abacus Wealth Partners, LLC Santa Monica, CA1.93MShares$015.4% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA356KShares$00.0% of portfolio
-
Rfg Advisory, LLC Birmingham, AL216KShares$00.0% of portfolio
-
Sei Investments CO Oaks, PA101KShares$00.0% of portfolio
-
Ci Private Wealth, LLC Miami, FL100KShares$00.0% of portfolio