Trademark Financial Management, LLC Dimensional ETF Tr Dimensional Transaction History
Trademark Financial Management, LLC
- $126 Billion
- Q3 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 8,267 shares of DFSB stock, worth $0. This represents 0.35% of its overall portfolio holdings.
Number of Shares
8,267
Previous 7,675
7.71%
Holding current value
$0
Previous $392 Million
12.08%
% of portfolio
0.35%
Previous 0.32%
Shares
3 transactions
Others Institutions Holding DFSB
# of Institutions
65Shares Held
3.42MCall 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, AL230KShares$00.0% of portfolio
-
Sei Investments CO Oaks, PA120KShares$00.0% of portfolio
-
Ci Private Wealth, LLC Miami, FL103KShares$00.0% of portfolio