Dynamic Advisor Solutions LLC Dimensional ETF Tr Dimensional Transaction History
Dynamic Advisor Solutions LLC
- $2.96 Billion
- Q4 2025
A detailed history of Dynamic Advisor Solutions LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 145,965 shares of DFIS stock, worth $4.59 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
145,965
Previous 181,880
19.75%
Holding current value
$4.59 Million
Previous $5.75 Million
20.27%
% of portfolio
0.16%
Previous 0.17%
Shares
12 transactions
Others Institutions Holding DFIS
# of Institutions
289Shares Held
113MCall 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