Rockbridge Investment Management, Lcc Dimensional ETF Tr Dimensional Transaction History
Rockbridge Investment Management, Lcc
- $845 Billion
- Q1 2025
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 2,028,577 shares of DFIC stock, worth $64.5 Million. This represents 6.67% of its overall portfolio holdings.
Number of Shares
2,028,577
Previous 1,507,382
34.58%
Holding current value
$64.5 Million
Previous $39 Billion
44.6%
% of portfolio
6.67%
Previous 4.99%
Shares
13 transactions
Others Institutions Holding DFIC
# of Institutions
503Shares Held
294MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$983 Million2.0% of portfolio
-
Envestnet Asset Management Inc28.8MShares$915 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$508 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$196 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$164 Million0.2% of portfolio