Rockbridge Investment Management, Lcc Dimensional ETF Tr Dimensional Transaction History
Rockbridge Investment Management, Lcc
- $705 Billion
- Q2 2024
A detailed history of Rockbridge Investment Management, Lcc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 721,646 shares of DFIC stock, worth $20.1 Million. This represents 2.69% of its overall portfolio holdings.
Number of Shares
721,646
Previous 660,741
9.22%
Holding current value
$20.1 Million
Previous $17.7 Billion
7.34%
% of portfolio
2.69%
Previous 2.59%
Shares
10 transactions
Others Institutions Holding DFIC
# of Institutions
343Shares Held
221MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$663 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$651 Million1.55% of portfolio
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Forum Financial Management, LP Lombard, IL15.3MShares$425 Million8.27% of portfolio
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Evensky & Katz LLC5.74MShares$160 Million10.51% of portfolio
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Rw Investment Management LLC Eagle, ID4.71MShares$131 Million16.75% of portfolio