Bogart Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q4 2024
A detailed history of Bogart Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Bogart Wealth, LLC holds 192 shares of DFIS stock, worth $4,886. This represents 0.0% of its overall portfolio holdings.
Number of Shares
192
Previous 192
-0.0%
Holding current value
$4,886
Previous $5,000
20.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DFIS
# of Institutions
235Shares Held
81.5MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp17.7MShares$451 Million0.42% of portfolio
-
Matson Money. Inc.12.4MShares$316 Million10.93% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$272 Million3.42% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.82MShares$97.2 Million0.14% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$66.3 Million3.04% of portfolio