Werba Rubin Papier Wealth Management Dimensional ETF Tr Dimensional Transaction History
Werba Rubin Papier Wealth Management
- $619 Billion
- Q3 2025
A detailed history of Werba Rubin Papier Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Werba Rubin Papier Wealth Management holds 23,812 shares of DFIS stock, worth $748,173. This represents 0.12% of its overall portfolio holdings.
Number of Shares
23,812
Previous 19,259
23.64%
Holding current value
$748,173
Previous $575 Million
31.05%
% of portfolio
0.12%
Previous 0.11%
Shares
7 transactions
Others Institutions Holding DFIS
# of Institutions
287Shares Held
114MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp34.1MShares$1.07 Billion0.74% of portfolio
-
Matson Money. Inc.12.2MShares$384 Million12.88% of portfolio
-
Natixis Advisors, L.P. Boston, MA7.99MShares$251 Million0.37% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.53MShares$111 Million0.47% of portfolio
-
First Citizens Bank & Trust CO3.43MShares$108 Million1.94% of portfolio