Colony Family Offices, LLC Dimensional ETF Tr Dimensional Transaction History
Colony Family Offices, LLC
- $358 Million
- Q3 2025
A detailed history of Colony Family Offices, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Colony Family Offices, LLC holds 51,660 shares of DFIS stock, worth $1.62 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
51,660
Previous 47,685
8.34%
Holding current value
$1.62 Million
Previous $1.42 Million
14.91%
% of portfolio
0.46%
Previous 0.4%
Shares
13 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