Capital Investment Advisory Services, LLC Dimensional ETF Tr Dimensional Transaction History
Capital Investment Advisory Services, LLC
- $1.15 Billion
- Q3 2025
A detailed history of Capital Investment Advisory Services, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Capital Investment Advisory Services, LLC holds 9,505 shares of DFIS stock, worth $298,647. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,505
Previous 9,224
3.05%
Holding current value
$298,647
Previous $275,000
9.09%
% of portfolio
0.03%
Previous 0.02%
Shares
10 transactions
Others Institutions Holding DFIS
# of Institutions
287Shares Held
114MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp34.1MShares$1.07 Billion0.74% of portfolio
-
Matson Money. Inc.12.2MShares$384 Million12.88% of portfolio
-
Natixis Advisors, L.P. Boston, MA7.99MShares$251 Million0.37% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.53MShares$111 Million0.47% of portfolio
-
First Citizens Bank & Trust CO3.43MShares$108 Million1.94% of portfolio