Vance Wealth, Inc. Dimensional ETF Tr Dimensional Transaction History
Vance Wealth, Inc.
- $261 Million
- Q1 2025
A detailed history of Vance Wealth, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Vance Wealth, Inc. holds 52,985 shares of DFIS stock, worth $1.54 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
52,985
Previous 42,279
25.32%
Holding current value
$1.54 Million
Previous $1.04 Million
31.89%
% of portfolio
0.53%
Previous 0.4%
Shares
4 transactions
Others Institutions Holding DFIS
# of Institutions
253Shares Held
94MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.4MShares$535 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$362 Million11.74% of portfolio
-
Mather Group, Llc. Chicago, IL11.4MShares$332 Million3.44% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.9MShares$113 Million0.43% of portfolio
-
First Citizens Bank & Trust CO3.79MShares$110 Million1.68% of portfolio