Meredith Wealth Planning Dimensional ETF Tr Dimensional Transaction History
Meredith Wealth Planning
- $336 Billion
- Q4 2025
A detailed history of Meredith Wealth Planning transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Meredith Wealth Planning holds 15,081 shares of DFSV stock, worth $473,543. This represents 0.15% of its overall portfolio holdings.
Number of Shares
15,081
Previous 14,897
1.24%
Holding current value
$473,543
Previous $474 Million
4.57%
% of portfolio
0.15%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding DFSV
# of Institutions
503Shares Held
141MCall 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
-
Ritholtz Wealth Management3.62MShares$114 Million2.17% of portfolio