Gen Financial Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Gen Financial Management, Inc.
- $159 Billion
- Q4 2025
A detailed history of Gen Financial Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Gen Financial Management, Inc. holds 31,567 shares of DFSV stock, worth $991,203. This represents 0.65% of its overall portfolio holdings.
Number of Shares
31,567
Previous 31,589
0.07%
Holding current value
$991,203
Previous $1.01 Billion
3.23%
% of portfolio
0.65%
Previous 0.87%
Shares
5 transactions
Others Institutions Holding DFSV
# of Institutions
497Shares Held
140MCall Options Held
0Put Options Held
0-
Savant Capital, LLC13.4MShares$421 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL6.62MShares$208 Million2.18% of portfolio
-
Jmg Financial Group, Ltd.5.61MShares$176 Million5.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.14MShares$161 Million0.26% of portfolio
-
Cerity Partners LLC New York, NY3.46MShares$109 Million0.18% of portfolio