Colonial Trust CO / Sc Dimensional ETF Tr Dimensional Transaction History
Colonial Trust CO / Sc
- $637 Million
- Q3 2024
A detailed history of Colonial Trust CO / Sc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Colonial Trust CO / Sc holds 5,136 shares of DFIC stock, worth $133,330. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,136
Previous 4,534
13.28%
Holding current value
$133,330
Previous $119,000
21.01%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
364Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$701 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$668 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$410 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$153 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$126 Million17.02% of portfolio