Ritholtz Wealth Management Dimensional ETF Tr Dimensional Transaction History
Ritholtz Wealth Management
- $3.37 Billion
- Q4 2024
A detailed history of Ritholtz Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ritholtz Wealth Management holds 2,109,077 shares of DFSV stock, worth $67.2 Million. This represents 1.93% of its overall portfolio holdings.
Number of Shares
2,109,077
Previous 2,030,518
3.87%
Holding current value
$67.2 Million
Previous $62.5 Million
3.8%
% of portfolio
1.93%
Previous 1.91%
Shares
9 transactions
Others Institutions Holding DFSV
# of Institutions
352Shares Held
95.6MCall Options Held
10.1KPut Options Held
0-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$243 Million3.5% of portfolio
-
Savant Capital, LLC6.57MShares$209 Million1.72% of portfolio
-
Jmg Financial Group, Ltd.5.2MShares$166 Million5.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.43MShares$109 Million0.15% of portfolio
-
Mather Group, Llc. Chicago, IL2.97MShares$94.7 Million1.18% of portfolio