Disciplined Investments, LLC Dimensional ETF Tr Dimensional Transaction History
Disciplined Investments, LLC
- $195 Million
- Q3 2024
A detailed history of Disciplined Investments, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Disciplined Investments, LLC holds 144,652 shares of DFIS stock, worth $3.55 Million. This represents 1.99% of its overall portfolio holdings.
Number of Shares
144,652
Previous 130,688
10.68%
Holding current value
$3.55 Million
Previous $3.22 Million
20.6%
% of portfolio
1.99%
Previous 1.78%
Shares
10 transactions
Others Institutions Holding DFIS
# of Institutions
195Shares Held
78.5MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp22.2MShares$544 Million0.61% of portfolio
-
Matson Money. Inc.12.3MShares$303 Million11.41% of portfolio
-
Mather Group, Llc. Chicago, IL10.2MShares$249 Million3.52% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.02MShares$98.6 Million0.16% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$64 Million3.04% of portfolio