Rfg Advisory, LLC Dimensional ETF Tr Dimensional Transaction History
Rfg Advisory, LLC
- $2.69 Billion
- Q3 2025
A detailed history of Rfg Advisory, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Rfg Advisory, LLC holds 342,589 shares of DFSV stock, worth $10.8 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
342,589
Previous 330,478
3.66%
Holding current value
$10.8 Million
Previous $9.73 Million
12.16%
% of portfolio
0.4%
Previous 0.37%
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