Valued Wealth Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Valued Wealth Advisors LLC
- $167 Billion
- Q1 2025
A detailed history of Valued Wealth Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 21,095 shares of DFSV stock, worth $560,072. This represents 0.36% of its overall portfolio holdings.
Number of Shares
21,095Holding current value
$560,072% of portfolio
0.36%Shares
1 transactions
Others Institutions Holding DFSV
# of Institutions
425Shares Held
115MCall Options Held
600Put Options Held
8.2K-
Savant Capital, LLC8.05MShares$214 Million2.02% of portfolio
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Alaska Permanent Fund Corp Juneau, AK7.62MShares$202 Million3.5% of portfolio
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Jmg Financial Group, Ltd.5.82MShares$154 Million5.77% of portfolio
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Mather Group, Llc. Chicago, IL5.01MShares$133 Million1.64% of portfolio
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Ci Private Wealth, LLC Miami, FL3.98MShares$106 Million0.19% of portfolio