Kfg Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Kfg Wealth Management, LLC
- $434 Million
- Q2 2025
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 277,566 shares of DFIC stock, worth $8.73 Million. This represents 1.99% of its overall portfolio holdings.
Number of Shares
277,566
Previous 271,258
2.33%
Holding current value
$8.73 Million
Previous $7.6 Million
13.54%
% of portfolio
1.99%
Previous 1.95%
Shares
6 transactions
Others Institutions Holding DFIC
# of Institutions
501Shares Held
294MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$972 Million2.0% of portfolio
-
Envestnet Asset Management Inc28.8MShares$905 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$502 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$193 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$163 Million0.2% of portfolio