Avondale Wealth Management Dimensional ETF Tr Dimensional Transaction History
Avondale Wealth Management
- $152 Million
- Q3 2024
A detailed history of Avondale Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Avondale Wealth Management holds 126 shares of DFSV stock, worth $3,827. This represents 0.0% of its overall portfolio holdings.
Number of Shares
126
Previous 94
34.04%
Holding current value
$3,827
Previous $2,000
50.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DFSV
# of Institutions
331Shares Held
86.9MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$249 Million3.73% of portfolio
-
Jmg Financial Group, Ltd.5.2MShares$158 Million5.67% of portfolio
-
Savant Capital, LLC4.64MShares$141 Million1.31% of portfolio
-
Mather Group, Llc. Chicago, IL2.97MShares$90.2 Million1.18% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.74MShares$83.4 Million0.14% of portfolio