Passive Capital Management, Llc. Dimensional ETF Tr Dimensional Transaction History
Passive Capital Management, Llc.
- $229 Billion
- Q1 2023
A detailed history of Passive Capital Management, Llc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Passive Capital Management, Llc. holds 340,589 shares of DFIC stock, worth $9.17 Million. This represents 3.58% of its overall portfolio holdings.
Number of Shares
340,589
Previous 316,834
7.5%
Holding current value
$9.17 Million
Previous $7.08 Billion
15.75%
% of portfolio
3.58%
Previous 3.22%
Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
329Shares Held
199MCall Options Held
100Put Options Held
100-
Envestnet Asset Management Inc21.4MShares$578 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO21.3MShares$573 Million1.62% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$430 Million8.27% of portfolio
-
Evensky & Katz LLC5.55MShares$150 Million10.48% of portfolio
-
Rw Investment Management LLC Eagle, ID4.55MShares$123 Million16.95% of portfolio