Investmark Advisory Group LLC Dimensional ETF Tr Dimensional Transaction History
Investmark Advisory Group LLC
- $184 Million
- Q2 2024
A detailed history of Investmark Advisory Group LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Investmark Advisory Group LLC holds 46,003 shares of DFSV stock, worth $1.41 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
46,003
Previous 46,704
1.5%
Holding current value
$1.41 Million
Previous $1.41 Million
5.84%
% of portfolio
0.72%
Previous 0.78%
Shares
7 transactions
Others Institutions Holding DFSV
# of Institutions
331Shares Held
86.7MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$252 Million3.73% of portfolio
-
Jmg Financial Group, Ltd.5.2MShares$160 Million5.67% of portfolio
-
Savant Capital, LLC4.64MShares$143 Million1.31% of portfolio
-
Mather Group, Llc. Chicago, IL2.97MShares$91.1 Million1.18% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.74MShares$84.2 Million0.14% of portfolio