Mpwm Advisory Solutions, LLC Dimensional ETF Tr Dimensional Transaction History
Mpwm Advisory Solutions, LLC
- $168 Billion
- Q3 2025
A detailed history of Mpwm Advisory Solutions, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Mpwm Advisory Solutions, LLC holds 40 shares of DFIS stock, worth $1,256. This represents 0.0% of its overall portfolio holdings.
Number of Shares
40
Previous 40
-0.0%
Holding current value
$1,256
Previous $1.19 Million
5.95%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DFIS
# of Institutions
289Shares Held
113MCall 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