Websterrogers Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Websterrogers Financial Advisors, LLC
- $288 Million
- Q1 2025
A detailed history of Websterrogers Financial Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Websterrogers Financial Advisors, LLC holds 253,695 shares of DFIS stock, worth $6.62 Million. This represents 2.31% of its overall portfolio holdings.
Number of Shares
253,695
Previous 272,653
6.95%
Holding current value
$6.62 Million
Previous $6.7 Million
0.9%
% of portfolio
2.31%
Previous 2.38%
Shares
10 transactions
Others Institutions Holding DFIS
# of Institutions
244Shares Held
85.8MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp17.7MShares$463 Million0.42% of portfolio
-
Matson Money. Inc.12.4MShares$324 Million10.93% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$279 Million3.42% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.9MShares$102 Million0.43% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.82MShares$99.7 Million0.14% of portfolio