Partners In Financial Planning Dimensional ETF Tr Dimensional Transaction History
Partners In Financial Planning
- $578 Billion
- Q3 2025
A detailed history of Partners In Financial Planning transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Partners In Financial Planning holds 12,504 shares of DFSV stock, worth $392,625. This represents 0.07% of its overall portfolio holdings.
Number of Shares
12,504
Previous 12,449
0.44%
Holding current value
$392,625
Previous $366 Million
8.67%
% of portfolio
0.07%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding DFSV
# of Institutions
496Shares Held
140MCall Options Held
0Put Options Held
0-
Savant Capital, LLC13.4MShares$421 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL6.62MShares$208 Million2.18% of portfolio
-
Jmg Financial Group, Ltd.5.61MShares$176 Million5.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.14MShares$161 Million0.26% of portfolio
-
Cerity Partners LLC New York, NY3.46MShares$109 Million0.18% of portfolio