Wealthstream Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Wealthstream Advisors, Inc.
- $519 Million
- Q4 2024
A detailed history of Wealthstream Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 13,187 shares of DFSV stock, worth $418,687. This represents 0.08% of its overall portfolio holdings.
Number of Shares
13,187
Previous 13,130
0.43%
Holding current value
$418,687
Previous $404,000
0.25%
% of portfolio
0.08%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding DFSV
# of Institutions
368Shares Held
100MCall Options Held
10.1KPut Options Held
0-
Savant Capital, LLC8.05MShares$256 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$242 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.44MShares$173 Million5.92% of portfolio
-
Mather Group, Llc. Chicago, IL4.17MShares$133 Million1.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.43MShares$109 Million0.15% of portfolio