Wp Wealth LLP Dimensional ETF Tr Dimensional Transaction History
Wp Wealth LLP
- $612 Billion
- Q3 2025
A detailed history of Wp Wealth LLP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wp Wealth LLP holds 40,947 shares of DFIS stock, worth $1.29 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
40,947
Previous 40,876
0.17%
Holding current value
$1.29 Million
Previous $1.22 Billion
6.18%
% of portfolio
0.21%
Previous 0.22%
Shares
5 transactions
Others Institutions Holding DFIS
# of Institutions
287Shares Held
114MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp34.1MShares$1.07 Billion0.74% of portfolio
-
Matson Money. Inc.12.2MShares$384 Million12.88% of portfolio
-
Natixis Advisors, L.P. Boston, MA7.99MShares$251 Million0.37% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.53MShares$111 Million0.47% of portfolio
-
First Citizens Bank & Trust CO3.43MShares$108 Million1.94% of portfolio