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 $775,297. This represents 0.15% of its overall portfolio holdings.
Number of Shares
30,027
Previous 15,414
94.8%
Holding current value
$775,297
Previous $414 Million
78.29%
% of portfolio
0.15%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding DFIS
# of Institutions
245Shares Held
85.8MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp17.7MShares$457 Million0.42% of portfolio
-
Matson Money. Inc.12.4MShares$321 Million10.93% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$276 Million3.42% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.82MShares$98.6 Million0.14% of portfolio
-
First Citizens Bank & Trust CO3.79MShares$97.9 Million1.68% of portfolio