Parkwoods Wealth Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Parkwoods Wealth Partners, LLC
- $293 Billion
- Q3 2025
A detailed history of Parkwoods Wealth Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Parkwoods Wealth Partners, LLC holds 78,368 shares of DFIS stock, worth $2.46 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
78,368
Previous 29,432
166.27%
Holding current value
$2.46 Million
Previous $878 Million
182.24%
% of portfolio
0.85%
Previous 0.51%
Shares
5 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