Guardian Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Guardian Wealth Management, LLC
- $315 Billion
- Q4 2025
A detailed history of Guardian Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Guardian Wealth Management, LLC holds 367,000 shares of DFIS stock, worth $11.5 Million. This represents 3.83% of its overall portfolio holdings.
Number of Shares
367,000Holding current value
$11.5 Million% of portfolio
3.83%Shares
1 transactions
Others Institutions Holding DFIS
# of Institutions
294Shares Held
114MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp34.1MShares$1.07 Billion0.74% of portfolio
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Matson Money. Inc.12.1MShares$381 Million12.33% of portfolio
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Natixis Advisors, L.P. Boston, MA7.99MShares$251 Million0.37% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA3.53MShares$111 Million0.47% of portfolio
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First Citizens Bank & Trust CO3.43MShares$108 Million1.94% of portfolio