Discipline Wealth Solutions, LLC Dimensional ETF Tr Dimensional Transaction History
Discipline Wealth Solutions, LLC
- $246 Million
- Q2 2025
A detailed history of Discipline Wealth Solutions, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 8,077 shares of DFIC stock, worth $266,137. This represents 0.1% of its overall portfolio holdings.
Number of Shares
8,077Holding current value
$266,137% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
512Shares Held
297MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.05 Billion2.04% of portfolio
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Envestnet Asset Management Inc28.8MShares$948 Million0.27% of portfolio
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Forum Financial Management, LP Lombard, IL16MShares$526 Million8.62% of portfolio
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Evensky & Katz LLC6.15MShares$203 Million11.67% of portfolio
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High Tower Advisors, LLC Chicago, IL5.09MShares$168 Million0.21% of portfolio