Wealthspire Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Wealthspire Advisors, LLC
- $16.6 Billion
- Q1 2025
A detailed history of Wealthspire Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 14,640 shares of DFIS stock, worth $425,145. This represents 0.0% of its overall portfolio holdings.
Number of Shares
14,640
Previous 14,640
-0.0%
Holding current value
$425,145
Previous $359,000
5.29%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DFIS
# of Institutions
253Shares Held
94MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.4MShares$535 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$362 Million11.74% of portfolio
-
Mather Group, Llc. Chicago, IL11.4MShares$332 Million3.44% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.9MShares$113 Million0.43% of portfolio
-
First Citizens Bank & Trust CO3.79MShares$110 Million1.68% of portfolio