Savvy Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Savvy Advisors, Inc.
- $2.09 Billion
- Q3 2025
A detailed history of Savvy Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Savvy Advisors, Inc. holds 15,835 shares of DFIS stock, worth $497,535. This represents 0.02% of its overall portfolio holdings.
Number of Shares
15,835
Previous 10,997
43.99%
Holding current value
$497,535
Previous $328,000
52.44%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding DFIS
# of Institutions
287Shares Held
113MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp34.1MShares$1.07 Billion0.74% of portfolio
-
Matson Money. Inc.12.2MShares$384 Million12.88% 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