Tobias Financial Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Tobias Financial Advisors, Inc.
- $483 Million
- Q4 2024
A detailed history of Tobias Financial Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 295,916 shares of DFSV stock, worth $8.45 Million. This represents 1.88% of its overall portfolio holdings.
Number of Shares
295,916
Previous 278,369
6.3%
Holding current value
$8.45 Million
Previous $8.57 Million
6.24%
% of portfolio
1.88%
Previous 1.77%
Shares
6 transactions
Others Institutions Holding DFSV
# of Institutions
414Shares Held
109MCall Options Held
600Put Options Held
8.2K-
Savant Capital, LLC8.05MShares$230 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$218 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.44MShares$155 Million5.92% of portfolio
-
Mather Group, Llc. Chicago, IL4.17MShares$119 Million1.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.98MShares$114 Million0.19% of portfolio