Wealthstream Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Wealthstream Advisors, Inc.
- $519 Million
- Q4 2024
A detailed history of Wealthstream Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 13,187 shares of DFSV stock, worth $338,246. This represents 0.08% of its overall portfolio holdings.
Number of Shares
13,187
Previous 13,130
0.43%
Holding current value
$338,246
Previous $404,000
0.25%
% of portfolio
0.08%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding DFSV
# of Institutions
419Shares Held
111MCall Options Held
600Put Options Held
8.2K-
Savant Capital, LLC8.05MShares$207 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$195 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.44MShares$139 Million5.92% of portfolio
-
Mather Group, Llc. Chicago, IL4.17MShares$107 Million1.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.98MShares$102 Million0.19% of portfolio