Well Done, LLC Dimensional ETF Tr Dimensional Transaction History
Well Done, LLC
- $477 Million
- Q2 2024
A detailed history of Well Done, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Well Done, LLC holds 378,963 shares of DFSV stock, worth $11.1 Million. This represents 2.29% of its overall portfolio holdings.
Number of Shares
378,963
Previous 362,635
4.5%
Holding current value
$11.1 Million
Previous $10.9 Million
0.08%
% of portfolio
2.29%
Previous 2.16%
Shares
3 transactions
Others Institutions Holding DFSV
# of Institutions
316Shares Held
81.1MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$239 Million3.69% of portfolio
-
Jmg Financial Group, Ltd.4.91MShares$143 Million5.43% of portfolio
-
Savant Capital, LLC4.64MShares$136 Million1.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.74MShares$80.1 Million0.14% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA2.51MShares$73.3 Million0.78% of portfolio