Whipplewood Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Whipplewood Advisors, LLC
- $169 Billion
- Q1 2025
A detailed history of Whipplewood Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 8 shares of DFIS stock, worth $216. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8Holding current value
$216% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DFIS
# of Institutions
243Shares Held
91.2MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp17.7MShares$480 Million0.42% of portfolio
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Matson Money. Inc.12.5MShares$338 Million11.74% of portfolio
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Mather Group, Llc. Chicago, IL11.4MShares$309 Million3.44% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA3.9MShares$106 Million0.43% of portfolio
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Ci Private Wealth, LLC Miami, FL3.82MShares$104 Million0.14% of portfolio