One Degree Advisors Inc Dimensional ETF Tr Dimensional Transaction History
One Degree Advisors Inc
- $201 Million
- Q1 2024
A detailed history of One Degree Advisors Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, One Degree Advisors Inc holds 408,499 shares of DFIC stock, worth $10.9 Million. This represents 5.44% of its overall portfolio holdings.
Number of Shares
408,499
Previous 403,118
1.33%
Holding current value
$10.9 Million
Previous $10.1 Million
8.39%
% of portfolio
5.44%
Previous 5.16%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
327Shares Held
198MCall Options Held
100Put Options Held
100-
Envestnet Asset Management Inc21.4MShares$573 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO21.3MShares$568 Million1.62% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$426 Million8.27% of portfolio
-
Evensky & Katz LLC5.55MShares$148 Million10.48% of portfolio
-
Rw Investment Management LLC Eagle, ID4.55MShares$122 Million16.95% of portfolio