1900 Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
1900 Wealth Management LLC
- $1.09 Billion
- Q3 2024
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 $431,897. This represents 0.04% of its overall portfolio holdings.
Number of Shares
16,298
Previous 16,298
-0.0%
Holding current value
$431,897
Previous $458,000
-0.0%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
370Shares Held
237MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$715 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$682 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$418 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$156 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$129 Million17.02% of portfolio