Cresset Asset Management, LLC Dimensional ETF Tr Dimensional Transaction History
Cresset Asset Management, LLC
- $21.3 Billion
- Q3 2025
A detailed history of Cresset Asset Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Cresset Asset Management, LLC holds 6,338 shares of DFIS stock, worth $199,139. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,338
Previous 6,776
6.46%
Holding current value
$199,139
Previous $202,000
0.99%
% of portfolio
0.0%
Previous 0.0%
Shares
2 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