Smartleaf Asset Management LLC Dimensional ETF Tr Dimensional Transaction History
Smartleaf Asset Management LLC
- $824 Billion
- Q3 2024
A detailed history of Smartleaf Asset Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Smartleaf Asset Management LLC holds 130,213 shares of DFIC stock, worth $3.49 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
130,213
Previous 125,928
3.4%
Holding current value
$3.49 Million
Previous $3.31 Billion
11.08%
% of portfolio
0.45%
Previous 0.54%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
389Shares Held
2.26BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$54.2 Billion3.13% of portfolio
-
Envestnet Asset Management Inc27MShares$723 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$689 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$423 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$158 Million10.81% of portfolio