Wealthspire Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Wealthspire Advisors, LLC
- $9.93 Billion
- Q4 2024
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 $392,791. This represents 0.0% of its overall portfolio holdings.
Number of Shares
14,640Holding current value
$392,791% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DFIS
# of Institutions
245Shares Held
91MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp17.7MShares$475 Million0.42% of portfolio
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Matson Money. Inc.12.4MShares$333 Million10.93% of portfolio
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Mather Group, Llc. Chicago, IL11.4MShares$306 Million3.44% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA3.9MShares$105 Million0.43% of portfolio
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Ci Private Wealth, LLC Miami, FL3.82MShares$102 Million0.14% of portfolio