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 $7.22 Million. This represents 4.57% of its overall portfolio holdings.
Number of Shares
282,041Holding current value
$7.22 Million% of portfolio
4.57%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
366Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$691 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO25.7MShares$659 Million1.59% of portfolio
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Forum Financial Management, LP Lombard, IL15.8MShares$404 Million8.47% of portfolio
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Evensky & Katz LLC5.9MShares$151 Million10.81% of portfolio
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Rw Investment Management LLC Eagle, ID4.86MShares$124 Million17.02% of portfolio