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 $65.6 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
$65.6 Million
Previous $62.5 Million
3.8%
% of portfolio
1.93%
Previous 1.91%
Shares
9 transactions
Others Institutions Holding DFSV
# of Institutions
402Shares Held
107MCall Options Held
10.1KPut Options Held
0-
Savant Capital, LLC8.05MShares$250 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$237 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.44MShares$169 Million5.92% of portfolio
-
Mather Group, Llc. Chicago, IL4.17MShares$130 Million1.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.98MShares$124 Million0.19% of portfolio