Approach Retirement Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Approach Retirement Advisors, LLC
- $116 Billion
- Q4 2025
A detailed history of Approach Retirement Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Approach Retirement Advisors, LLC holds 60,930 shares of DFSV stock, worth $1.91 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
60,930Holding current value
$1.91 Million% of portfolio
1.73%Shares
1 transactions
Others Institutions Holding DFSV
# of Institutions
513Shares Held
142MCall Options Held
0Put Options Held
0-
Savant Capital, LLC13.4MShares$421 Million2.39% of portfolio
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Mather Group, Llc. Chicago, IL6.62MShares$208 Million2.18% of portfolio
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Jmg Financial Group, Ltd.5.61MShares$176 Million5.31% of portfolio
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Ci Private Wealth, LLC Miami, FL5.14MShares$161 Million0.26% of portfolio
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Ritholtz Wealth Management3.62MShares$114 Million2.17% of portfolio