Exencial Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Exencial Wealth Advisors, LLC
- $2.72 Billion
- Q3 2024
A detailed history of Exencial Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 978,719 shares of DFSV stock, worth $30.3 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
978,719
Previous 827,698
18.25%
Holding current value
$30.3 Million
Previous $23.8 Million
26.54%
% of portfolio
1.11%
Previous 0.91%
Shares
10 transactions
Others Institutions Holding DFSV
# of Institutions
340Shares Held
95.2MCall Options Held
10.1KPut Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$254 Million3.73% of portfolio
-
Savant Capital, LLC6.57MShares$203 Million1.72% of portfolio
-
Jmg Financial Group, Ltd.5.2MShares$161 Million5.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.43MShares$106 Million0.15% of portfolio
-
Mather Group, Llc. Chicago, IL2.97MShares$91.8 Million1.18% of portfolio