Walter & Keenan Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Walter & Keenan Wealth Management LLC
- $328 Million
- Q4 2024
A detailed history of Walter & Keenan Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Walter & Keenan Wealth Management LLC holds 11,966 shares of DFIS stock, worth $321,765. This represents 0.09% of its overall portfolio holdings.
Number of Shares
11,966
Previous 11,966
-0.0%
Holding current value
$321,765
Previous $321,000
8.72%
% of portfolio
0.09%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding DFIS
# of Institutions
236Shares Held
81.5MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp17.7MShares$476 Million0.42% of portfolio
-
Matson Money. Inc.12.4MShares$334 Million10.93% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$287 Million3.42% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.82MShares$103 Million0.14% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$70 Million3.04% of portfolio