Wealth Preservation Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Wealth Preservation Advisors, LLC
- $140 Billion
- Q1 2025
A detailed history of Wealth Preservation Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 47,618 shares of DFSV stock, worth $1.4 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
47,618Holding current value
$1.4 Million% of portfolio
0.96%Shares
1 transactions
Others Institutions Holding DFSV
# of Institutions
441Shares Held
120MCall Options Held
10.7KPut Options Held
5.5K-
Savant Capital, LLC9.38MShares$276 Million2.0% of portfolio
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Alaska Permanent Fund Corp Juneau, AK7.62MShares$225 Million2.99% of portfolio
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Jmg Financial Group, Ltd.5.82MShares$171 Million5.77% of portfolio
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Ci Private Wealth, LLC Miami, FL5.05MShares$149 Million0.24% of portfolio
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Mather Group, Llc. Chicago, IL5.01MShares$148 Million1.64% of portfolio