1900 Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
1900 Wealth Management LLC
- $1.1 Billion
- Q1 2025
A detailed history of 1900 Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, 1900 Wealth Management LLC holds 16,298 shares of DFIC stock, worth $459,603. This represents 0.04% of its overall portfolio holdings.
Number of Shares
16,298
Previous 16,298
-0.0%
Holding current value
$459,603
Previous $421,000
7.36%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
444Shares Held
266MCall Options Held
5.9KPut Options Held
0-
Envestnet Asset Management Inc29.5MShares$831 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$773 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$461 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$173 Million10.37% of portfolio
-
Rw Investment Management LLC Eagle, ID4.92MShares$139 Million15.48% of portfolio