Partners In Financial Planning Dimensional ETF Tr Dimensional Transaction History
Partners In Financial Planning
- $578 Billion
- Q3 2025
A detailed history of Partners In Financial Planning transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Partners In Financial Planning holds 12,363 shares of DFIS stock, worth $388,445. This represents 0.07% of its overall portfolio holdings.
Number of Shares
12,363
Previous 12,333
0.24%
Holding current value
$388,445
Previous $368 Million
6.25%
% of portfolio
0.07%
Previous 0.07%
Shares
2 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