Private Trust CO Na Dimensional ETF Tr Dimensional Transaction History
Private Trust CO Na
- $1.07 Billion
- Q3 2025
A detailed history of Private Trust CO Na transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Private Trust CO Na holds 6,540 shares of DFSV stock, worth $205,356. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,540
Previous 6,540
-0.0%
Holding current value
$205,356
Previous $192,000
8.33%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding DFSV
# of Institutions
496Shares Held
140MCall Options Held
0Put Options Held
0-
Savant Capital, LLC13.4MShares$421 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL6.51MShares$204 Million2.11% 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
-
Cerity Partners LLC New York, NY3.46MShares$109 Million0.18% of portfolio