Ae Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q4 2024
A detailed history of Ae Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ae Wealth Management LLC holds 3,430 shares of DFIS stock, worth $89,728. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,430Holding current value
$89,728% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DFIS
# of Institutions
236Shares Held
81.5MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp17.7MShares$463 Million0.42% of portfolio
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Matson Money. Inc.12.4MShares$325 Million10.93% of portfolio
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Mather Group, Llc. Chicago, IL10.7MShares$279 Million3.42% of portfolio
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Ci Private Wealth, LLC Miami, FL3.82MShares$99.9 Million0.14% of portfolio
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Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$68.1 Million3.04% of portfolio