Wp Wealth LLP Dimensional ETF Tr Dimensional Transaction History
Wp Wealth LLP
- $482 Billion
- Q3 2024
A detailed history of Wp Wealth LLP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wp Wealth LLP holds 2,283,287 shares of DFIC stock, worth $59.4 Million. This represents 13.32% of its overall portfolio holdings.
Number of Shares
2,283,287
Previous 2,133,182
7.04%
Holding current value
$59.4 Million
Previous $56.1 Billion
14.57%
% of portfolio
13.32%
Previous 13.54%
Shares
8 transactions
Others Institutions Holding DFIC
# of Institutions
366Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$703 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$670 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$411 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$154 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$127 Million17.02% of portfolio