Financial Alternatives, Inc Dimensional ETF Tr Dimensional Transaction History
Financial Alternatives, Inc
- $142 Billion
- Q4 2024
A detailed history of Financial Alternatives, Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Financial Alternatives, Inc holds 67,146 shares of DFIC stock, worth $1.94 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
67,146
Previous 67,175
0.04%
Holding current value
$1.94 Million
Previous $1.89 Billion
8.2%
% of portfolio
1.22%
Previous 1.33%
Shares
9 transactions
Others Institutions Holding DFIC
# of Institutions
452Shares Held
266MCall Options Held
5.9KPut Options Held
0-
Envestnet Asset Management Inc27.5MShares$796 Million0.26% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$793 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$473 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$177 Million10.37% of portfolio
-
Rw Investment Management LLC Eagle, ID4.92MShares$142 Million15.48% of portfolio