Wealthspan Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Wealthspan Partners, LLC
- $222 Million
- Q2 2025
A detailed history of Wealthspan Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealthspan Partners, LLC holds 14,248 shares of DFIS stock, worth $439,265. This represents 0.19% of its overall portfolio holdings.
Number of Shares
14,248
Previous 13,721
3.84%
Holding current value
$439,265
Previous $354,000
20.06%
% of portfolio
0.19%
Previous 0.17%
Shares
9 transactions
Others Institutions Holding DFIS
# of Institutions
275Shares Held
85.4MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.7MShares$577 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$385 Million12.99% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.35MShares$103 Million0.13% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.93MShares$90.4 Million0.36% of portfolio
-
First Citizens Bank & Trust CO2.86MShares$88.1 Million1.31% of portfolio