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 $7.85 Million. This represents 4.57% of its overall portfolio holdings.
Number of Shares
282,041Holding current value
$7.85 Million% of portfolio
4.57%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
444Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56.3 Billion3.13% of portfolio
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Envestnet Asset Management Inc29.5MShares$819 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO27.4MShares$763 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16.4MShares$455 Million8.36% of portfolio
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Evensky & Katz LLC6.13MShares$171 Million10.37% of portfolio