Total Wealth Planning, LLC Dimensional ETF Tr Dimensional Transaction History
Total Wealth Planning, LLC
- $605 Million
- Q3 2024
A detailed history of Total Wealth Planning, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Total Wealth Planning, LLC holds 951,768 shares of DFIS stock, worth $23.4 Million. This represents 4.22% of its overall portfolio holdings.
Number of Shares
951,768
Previous 886,676
7.34%
Holding current value
$23.4 Million
Previous $21.8 Million
16.93%
% of portfolio
4.22%
Previous 3.92%
Shares
10 transactions
Others Institutions Holding DFIS
# of Institutions
195Shares Held
78.5MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp22.2MShares$544 Million0.61% of portfolio
-
Matson Money. Inc.12.3MShares$303 Million11.41% of portfolio
-
Mather Group, Llc. Chicago, IL10.2MShares$249 Million3.52% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.02MShares$98.6 Million0.16% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$64 Million3.04% of portfolio