Hassell Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Hassell Wealth Management, LLC
- $223 Billion
- Q2 2024
A detailed history of Hassell Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Hassell Wealth Management, LLC holds 599,092 shares of DFSV stock, worth $18.2 Million. This represents 8.46% of its overall portfolio holdings.
Number of Shares
599,092
Previous 555,082
7.93%
Holding current value
$18.2 Million
Previous $16 Billion
17.91%
% of portfolio
8.46%
Previous 10.16%
Shares
7 transactions
Others Institutions Holding DFSV
# of Institutions
331Shares Held
86.7MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$249 Million3.73% of portfolio
-
Jmg Financial Group, Ltd.5.2MShares$158 Million5.67% of portfolio
-
Savant Capital, LLC4.64MShares$141 Million1.31% of portfolio
-
Mather Group, Llc. Chicago, IL2.97MShares$90.2 Million1.18% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.74MShares$83.4 Million0.14% of portfolio