Wealth Dimensions Group, Ltd. Dimensional ETF Tr Dimensional Transaction History
Wealth Dimensions Group, Ltd.
- $339 Million
- Q1 2024
A detailed history of Wealth Dimensions Group, Ltd. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 251,440 shares of DFSV stock, worth $7.2 Million. This represents 2.24% of its overall portfolio holdings.
Number of Shares
251,440
Previous 221,409
13.56%
Holding current value
$7.2 Million
Previous $6.45 Million
17.39%
% of portfolio
2.24%
Previous 2.04%
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$235 Million3.65% of portfolio
-
Jmg Financial Group, Ltd.4.66MShares$133 Million5.49% of portfolio
-
Savant Capital, LLC2.83MShares$80.9 Million0.98% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA2.67MShares$76.3 Million0.95% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.21MShares$63.2 Million0.1% of portfolio