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 $61.7 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
$61.7 Million
Previous $56.1 Billion
14.57%
% of portfolio
13.32%
Previous 13.54%
Shares
8 transactions
Others Institutions Holding DFIC
# of Institutions
399Shares Held
2.27BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$54.7 Billion3.13% of portfolio
-
Envestnet Asset Management Inc27MShares$730 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$696 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$426 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$159 Million10.81% of portfolio