Srs Capital Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Srs Capital Advisors, Inc.
- $901 Million
- Q1 2024
A detailed history of Srs Capital Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 749,795 shares of DFIC stock, worth $20.1 Million. This represents 2.23% of its overall portfolio holdings.
Number of Shares
749,795
Previous 743,145
0.89%
Holding current value
$20.1 Million
Previous $19 Million
5.72%
% of portfolio
2.23%
Previous 2.22%
Shares
6 transactions
Others Institutions Holding DFIC
# of Institutions
331Shares Held
201MCall Options Held
100Put Options Held
100-
Envestnet Asset Management Inc21.4MShares$575 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO21.3MShares$571 Million1.62% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$428 Million8.27% of portfolio
-
Evensky & Katz LLC5.74MShares$154 Million10.51% of portfolio
-
Rw Investment Management LLC Eagle, ID4.55MShares$122 Million16.95% of portfolio