Align Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Align Wealth Management, LLC
- $118 Billion
- Q4 2022
A detailed history of Align Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Align Wealth Management, LLC holds 282,041 shares of DFIC stock, worth $7.87 Million. This represents 4.57% of its overall portfolio holdings.
Number of Shares
282,041Holding current value
$7.87 Million% of portfolio
4.57%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
343Shares Held
221MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$663 Million0.22% of portfolio
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Mercer Global Advisors Inc Denver, CO23.3MShares$651 Million1.55% of portfolio
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Forum Financial Management, LP Lombard, IL15.3MShares$425 Million8.27% of portfolio
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Evensky & Katz LLC5.74MShares$160 Million10.51% of portfolio
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Rw Investment Management LLC Eagle, ID4.71MShares$131 Million16.75% of portfolio