Financial Alternatives, Inc Dimensional ETF Tr Dimensional Transaction History
Financial Alternatives, Inc
- $133 Billion
- Q2 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 67,218 shares of DFIC stock, worth $1.9 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
67,218
Previous 67,329
0.16%
Holding current value
$1.9 Million
Previous $1.8 Billion
1.88%
% of portfolio
1.33%
Previous 1.39%
Shares
7 transactions
Others Institutions Holding DFIC
# of Institutions
343Shares Held
221MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$671 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$658 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.3MShares$430 Million8.27% of portfolio
-
Evensky & Katz LLC5.74MShares$162 Million10.51% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$133 Million16.75% of portfolio