Balasa Dinverno & Foltz LLC Dimensional ETF Tr Dimensional Transaction History
Balasa Dinverno & Foltz LLC
- $1.58 Billion
- Q3 2022
A detailed history of Balasa Dinverno & Foltz LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Balasa Dinverno & Foltz LLC holds 771,493 shares of DFSV stock, worth $23.8 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
771,493
Previous 527,431
46.27%
Holding current value
$23.8 Million
Previous $11.9 Million
41.28%
% of portfolio
1.06%
Previous 0.75%
Shares
3 transactions
Others Institutions Holding DFSV
# of Institutions
340Shares Held
95.2MCall Options Held
10.1KPut Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$254 Million3.73% of portfolio
-
Savant Capital, LLC6.57MShares$203 Million1.72% of portfolio
-
Jmg Financial Group, Ltd.5.2MShares$161 Million5.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.43MShares$106 Million0.15% of portfolio
-
Mather Group, Llc. Chicago, IL2.97MShares$91.8 Million1.18% of portfolio