Diversified Portfolios, Inc. Dimensional ETF Tr Dimensional Transaction History
Diversified Portfolios, Inc.
- $837 Million
- Q3 2024
A detailed history of Diversified Portfolios, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Diversified Portfolios, Inc. holds 354,031 shares of DFSV stock, worth $11.3 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
354,031
Previous 318,545
11.14%
Holding current value
$11.3 Million
Previous $9.17 Million
18.95%
% of portfolio
1.3%
Previous 1.07%
Shares
10 transactions
Others Institutions Holding DFSV
# of Institutions
348Shares Held
95.2MCall Options Held
10.1KPut Options Held
0-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$242 Million3.5% of portfolio
-
Savant Capital, LLC6.57MShares$209 Million1.72% of portfolio
-
Jmg Financial Group, Ltd.5.2MShares$165 Million5.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.43MShares$109 Million0.15% of portfolio
-
Mather Group, Llc. Chicago, IL2.97MShares$94.4 Million1.18% of portfolio