Advyzon Investment Management, LLC Dimensional ETF Tr Dimensional Transaction History
Advyzon Investment Management, LLC
- $583 Billion
- Q3 2025
A detailed history of Advyzon Investment Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Advyzon Investment Management, LLC holds 88,541 shares of DFSV stock, worth $2.78 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
88,541
Previous 77,352
14.47%
Holding current value
$2.78 Million
Previous $2.28 Billion
23.84%
% of portfolio
0.48%
Previous 0.5%
Shares
4 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, IL6.51MShares$204 Million2.11% 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