Pursuit Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Pursuit Wealth Management LLC
- $116 Billion
- Q4 2025
A detailed history of Pursuit Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Pursuit Wealth Management LLC holds 56,390 shares of DFIS stock, worth $1.77 Million. This represents 1.6% of its overall portfolio holdings.
Number of Shares
56,390Holding current value
$1.77 Million% of portfolio
1.6%Shares
1 transactions
Others Institutions Holding DFIS
# of Institutions
297Shares Held
114MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp34.1MShares$1.07 Billion0.74% of portfolio
-
Matson Money. Inc.12.1MShares$381 Million12.33% 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