Wealthstream Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Wealthstream Advisors, Inc.
- $625 Million
- Q3 2025
A detailed history of Wealthstream Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 13,345 shares of DFSV stock, worth $419,033. This represents 0.07% of its overall portfolio holdings.
Number of Shares
13,345
Previous 13,286
0.44%
Holding current value
$419,033
Previous $391,000
8.44%
% of portfolio
0.07%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding DFSV
# of Institutions
496Shares Held
140MCall Options Held
0Put Options Held
0-
Savant Capital, LLC13.4MShares$421 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL6.51MShares$204 Million2.11% of portfolio
-
Jmg Financial Group, Ltd.5.61MShares$176 Million5.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.14MShares$161 Million0.26% of portfolio
-
Cerity Partners LLC New York, NY3.46MShares$109 Million0.18% of portfolio