1900 Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
1900 Wealth Management LLC
- $1.37 Billion
- Q3 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 $535,226. This represents 0.04% of its overall portfolio holdings.
Number of Shares
16,298
Previous 16,298
-0.0%
Holding current value
$535,226
Previous $506,000
5.53%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
522Shares Held
300MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.04 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$945 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$543 Million8.43% of portfolio
-
Evensky & Katz LLC6.15MShares$202 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$167 Million0.21% of portfolio