Wp Wealth LLP Dimensional ETF Tr Dimensional Transaction History

Wp Wealth LLP

$482 Billion
Q3 2024

A detailed history of Wp Wealth LLP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wp Wealth LLP holds 15,414 shares of DFIS stock, worth $391,978. This represents 0.09% of its overall portfolio holdings.

Number of Shares

15,414

Holding current value

$391,978

% of portfolio

0.09%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 13, 2024	BUY	$24.06 - $26.97 $370,860 - $415,715	15,414 New	15,414 $414 Million

Others Institutions Holding DFIS

# of Institutions

212

Shares Held

77.7M

Call Options Held

Put Options Held

Jones Financial Companies Lllp

17.7M
Shares

$451 Million
0.42% of portfolio
Matson Money. Inc.

12.4M
Shares

$316 Million
10.93% of portfolio
Mather Group, Llc. Chicago, IL

10.7M
Shares

$272 Million
3.42% of portfolio
Ci Private Wealth, LLC Miami, FL

4.02M
Shares

$102 Million
0.16% of portfolio
Balasa Dinverno & Foltz LLC Itasca, IL

2.6M
Shares

$66.2 Million
3.04% of portfolio

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

More about DFIS

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