True Wealth Design, LLC Dimensional ETF Tr Dimensional Transaction History
True Wealth Design, LLC
- $256 Billion
- Q3 2024
A detailed history of True Wealth Design, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, True Wealth Design, LLC holds 79,023 shares of DFSV stock, worth $2.44 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
79,023
Previous 89,583
11.79%
Holding current value
$2.44 Million
Previous $2.58 Billion
5.6%
% of portfolio
0.95%
Previous 0.64%
Shares
8 transactions
Others Institutions Holding DFSV
# of Institutions
340Shares Held
95.2MCall Options Held
10.1KPut Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$254 Million3.73% of portfolio
-
Savant Capital, LLC6.57MShares$203 Million1.72% of portfolio
-
Jmg Financial Group, Ltd.5.2MShares$161 Million5.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.43MShares$106 Million0.15% of portfolio
-
Mather Group, Llc. Chicago, IL2.97MShares$91.8 Million1.18% of portfolio