Bcu Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Bcu Wealth Advisors, LLC
- $168 Billion
- Q3 2024
A detailed history of Bcu Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Bcu Wealth Advisors, LLC holds 626,844 shares of DFIC stock, worth $16.6 Million. This represents 10.51% of its overall portfolio holdings.
Number of Shares
626,844
Previous 537,059
16.72%
Holding current value
$16.6 Million
Previous $14.1 Billion
24.93%
% of portfolio
10.51%
Previous 10.42%
Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
362Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$714 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$681 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$417 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$156 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$129 Million17.02% of portfolio