Allegiance Financial Group Advisory Services LLC Dimensional ETF Tr Dimensional Transaction History
Allegiance Financial Group Advisory Services LLC
- $309 Billion
- Q4 2024
A detailed history of Allegiance Financial Group Advisory Services LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Allegiance Financial Group Advisory Services LLC holds 22,809 shares of DFIC stock, worth $635,002. This represents 0.19% of its overall portfolio holdings.
Number of Shares
22,809
Previous 22,809
-0.0%
Holding current value
$635,002
Previous $642 Million
8.16%
% of portfolio
0.19%
Previous 0.22%
Shares
7 transactions
Others Institutions Holding DFIC
# of Institutions
439Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56.3 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$820 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$763 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$455 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$171 Million10.37% of portfolio