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 $24.5 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
771,493
Previous 527,431
46.27%
Holding current value
$24.5 Million
Previous $11.9 Million
41.28%
% of portfolio
1.06%
Previous 0.75%
Shares
3 transactions
Others Institutions Holding DFSV
# of Institutions
368Shares Held
100MCall Options Held
10.1KPut Options Held
0-
Savant Capital, LLC8.05MShares$256 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$242 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.44MShares$173 Million5.92% of portfolio
-
Mather Group, Llc. Chicago, IL4.17MShares$133 Million1.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.43MShares$109 Million0.15% of portfolio