Fiduciary Financial Group, LLC Dimensional ETF Tr Dimensional Transaction History
Fiduciary Financial Group, LLC
- $459 Billion
- Q1 2025
A detailed history of Fiduciary Financial Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Fiduciary Financial Group, LLC holds 80,594 shares of DFIC stock, worth $2.33 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
80,594
Previous 27,605
191.95%
Holding current value
$2.33 Million
Previous $706 Million
200.06%
% of portfolio
0.46%
Previous 0.15%
Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
459Shares Held
269MCall Options Held
5.9KPut Options Held
0-
Envestnet Asset Management Inc27.5MShares$795 Million0.26% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$791 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$469 Million8.53% of portfolio
-
Evensky & Katz LLC6.13MShares$177 Million10.37% of portfolio
-
Rw Investment Management LLC Eagle, ID4.92MShares$142 Million15.48% of portfolio