Kfg Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Kfg Wealth Management, LLC
- $344 Million
- Q3 2024
A detailed history of Kfg Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 193,709 shares of DFIC stock, worth $5.04 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
193,709
Previous 21,891
784.88%
Holding current value
$5.04 Million
Previous $575,000
847.83%
% of portfolio
1.58%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
368Shares Held
235MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$702 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$669 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$410 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$153 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$126 Million17.02% of portfolio