Well Done, LLC Dimensional ETF Tr Dimensional Transaction History
Well Done, LLC
- $575 Million
- Q3 2025
A detailed history of Well Done, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Well Done, LLC holds 439,551 shares of DFSV stock, worth $13.8 Million. This represents 2.43% of its overall portfolio holdings.
Number of Shares
439,551
Previous 437,588
0.45%
Holding current value
$13.8 Million
Previous $12.9 Million
8.67%
% of portfolio
2.43%
Previous 2.47%
Shares
7 transactions
Others Institutions Holding DFSV
# of Institutions
495Shares Held
140MCall Options Held
0Put Options Held
0-
Savant Capital, LLC13.4MShares$421 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL6.51MShares$204 Million2.11% of portfolio
-
Jmg Financial Group, Ltd.5.61MShares$176 Million5.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.14MShares$161 Million0.26% of portfolio
-
Cerity Partners LLC New York, NY3.46MShares$109 Million0.18% of portfolio