Vance Wealth, Inc. Dimensional ETF Tr Dimensional Transaction History
Vance Wealth, Inc.
- $250 Million
- Q1 2024
A detailed history of Vance Wealth, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Vance Wealth, Inc. holds 439,356 shares of DFSV stock, worth $12.5 Million. This represents 5.28% of its overall portfolio holdings.
Number of Shares
439,356
Previous 437,875
0.34%
Holding current value
$12.5 Million
Previous $12.8 Million
3.72%
% of portfolio
5.28%
Previous 5.54%
Shares
6 transactions
Others Institutions Holding DFSV
# of Institutions
298Shares Held
72.6MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$233 Million3.65% of portfolio
-
Jmg Financial Group, Ltd.4.66MShares$132 Million5.49% of portfolio
-
Savant Capital, LLC2.83MShares$80.3 Million0.98% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA2.67MShares$75.7 Million0.95% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.21MShares$62.8 Million0.1% of portfolio