Compass Ion Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Compass Ion Advisors, LLC
- $773 Million
- Q4 2024
A detailed history of Compass Ion Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 17,050 shares of DFSV stock, worth $534,858. This represents 0.07% of its overall portfolio holdings.
Number of Shares
17,050
Previous 17,050
-0.0%
Holding current value
$534,858
Previous $525,000
0.19%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding DFSV
# of Institutions
409Shares Held
108MCall Options Held
600Put Options Held
8.2K-
Savant Capital, LLC8.05MShares$253 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$239 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.44MShares$171 Million5.92% of portfolio
-
Mather Group, Llc. Chicago, IL4.17MShares$131 Million1.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.98MShares$125 Million0.19% of portfolio