Colonial Trust CO / Sc Dimensional ETF Tr Dimensional Transaction History

Colonial Trust CO / Sc

$561 Million
Q2 2024

A detailed history of Colonial Trust CO / Sc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Colonial Trust CO / Sc holds 10,935 shares of DFIS stock, worth $277,967. This represents 0.05% of its overall portfolio holdings.

Number of Shares

10,935

Holding current value

$277,967

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	BUY	$24.08 - $25.86 $263,314 - $282,779	10,935 New	10,935 $269,000

Others Institutions Holding DFIS

# of Institutions

187

Shares Held

78.5M

Call Options Held

Put Options Held

Jones Financial Companies Lllp

21.4M
Shares

$544 Million
0.61% of portfolio
Matson Money. Inc.

12.3M
Shares

$313 Million
11.41% of portfolio
Mather Group, Llc. Chicago, IL

10.2M
Shares

$258 Million
3.52% of portfolio
Ci Private Wealth, LLC Miami, FL

4.14M
Shares

$105 Million
0.18% of portfolio
Savant Capital, LLC

2.61M
Shares

$66.4 Million
0.63% of portfolio

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

More about DFIS

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Colonial Trust CO / Sc Dimensional ETF Tr Dimensional Transaction History