Advisor Partners Ii, LLC Dimensional ETF Tr Dimensional Transaction History
Advisor Partners Ii, LLC
- $2.47 Billion
- Q3 2023
A detailed history of Advisor Partners Ii, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Advisor Partners Ii, LLC holds 196,345 shares of DFIC stock, worth $5.5 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
196,345
Previous 215,310
8.81%
Holding current value
$5.5 Million
Previous $5.23 Million
12.27%
% of portfolio
0.19%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
343Shares Held
221MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$666 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$653 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.3MShares$427 Million8.27% of portfolio
-
Evensky & Katz LLC5.74MShares$161 Million10.51% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$132 Million16.75% of portfolio