Maryland Capital Advisors Inc. Dimensional ETF Tr Dimensional Transaction History
Maryland Capital Advisors Inc.
- $268 Million
- Q3 2025
A detailed history of Maryland Capital Advisors Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Maryland Capital Advisors Inc. holds 56,879 shares of DFIS stock, worth $1.79 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
56,879
Previous 55,349
2.76%
Holding current value
$1.79 Million
Previous $1.65 Million
8.96%
% of portfolio
0.67%
Previous 0.67%
Shares
14 transactions
Others Institutions Holding DFIS
# of Institutions
287Shares Held
114MCall 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