Squire Investment Management Company, LLC Dimensional ETF Tr Dimensional Transaction History
Squire Investment Management Company, LLC
- $227 Billion
- Q4 2024
A detailed history of Squire Investment Management Company, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Squire Investment Management Company, LLC holds 24,962 shares of DFIS stock, worth $658,497. This represents 0.27% of its overall portfolio holdings.
Number of Shares
24,962
Previous 21,032
18.69%
Holding current value
$658,497
Previous $564 Million
8.62%
% of portfolio
0.27%
Previous 0.27%
Shares
4 transactions
Others Institutions Holding DFIS
# of Institutions
245Shares Held
90MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp17.7MShares$467 Million0.42% of portfolio
-
Matson Money. Inc.12.4MShares$328 Million10.93% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$282 Million3.42% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.9MShares$103 Million0.43% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.82MShares$101 Million0.14% of portfolio