Trust CO Of The South Dimensional ETF Tr Dimensional Transaction History
Trust CO Of The South
- $422 Billion
- Q2 2024
A detailed history of Trust CO Of The South transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Trust CO Of The South holds 263,457 shares of DFIC stock, worth $7.04 Million. This represents 1.64% of its overall portfolio holdings.
Number of Shares
263,457
Previous 249,143
5.75%
Holding current value
$7.04 Million
Previous $6.66 Billion
3.93%
% of portfolio
1.64%
Previous 1.54%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
332Shares Held
202MCall 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$427 Million8.27% of portfolio
-
Evensky & Katz LLC5.74MShares$154 Million10.51% of portfolio
-
Rw Investment Management LLC Eagle, ID4.55MShares$122 Million16.95% of portfolio