Williams Jones Wealth Management, Llc. Dimensional ETF Tr Dimensional Transaction History
Williams Jones Wealth Management, Llc.
- $8.19 Billion
- Q2 2025
A detailed history of Williams Jones Wealth Management, Llc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 7,624 shares of DFIS stock, worth $241,833. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,624Holding current value
$241,833% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DFIS
# of Institutions
273Shares Held
85.8MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.7MShares$593 Million0.43% of portfolio
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Matson Money. Inc.12.5MShares$396 Million12.99% of portfolio
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Ci Private Wealth, LLC Miami, FL3.34MShares$106 Million0.15% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA2.93MShares$93 Million0.36% of portfolio
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First Citizens Bank & Trust CO2.86MShares$90.6 Million1.31% of portfolio