Wp Wealth LLP Dimensional ETF Tr Dimensional Transaction History
Wp Wealth LLP
- $489 Billion
- Q4 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 30,027 shares of DFIS stock, worth $919,426. This represents 0.15% of its overall portfolio holdings.
Number of Shares
30,027
Previous 15,414
94.8%
Holding current value
$919,426
Previous $414 Million
78.29%
% of portfolio
0.15%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding DFIS
# of Institutions
260Shares Held
85.9MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.4MShares$564 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$382 Million11.74% of portfolio
-
First Citizens Bank & Trust CO3.79MShares$116 Million1.68% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.59MShares$110 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.93MShares$89.8 Million0.36% of portfolio