Wealthstream Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Wealthstream Advisors, Inc.
- $575 Million
- Q2 2025
A detailed history of Wealthstream Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 13,286 shares of DFSV stock, worth $413,593. This represents 0.07% of its overall portfolio holdings.
Number of Shares
13,286
Previous 13,224
0.47%
Holding current value
$413,593
Previous $372,000
5.11%
% of portfolio
0.07%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding DFSV
# of Institutions
483Shares Held
134MCall Options Held
0Put Options Held
0-
Savant Capital, LLC13.4MShares$417 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL6.51MShares$203 Million2.11% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.8MShares$181 Million0.25% of portfolio
-
Jmg Financial Group, Ltd.5.43MShares$169 Million5.05% of portfolio
-
Cerity Partners LLC New York, NY3.46MShares$108 Million0.18% of portfolio