Long Island Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Long Island Wealth Management, Inc.
- $193 Billion
- Q2 2025
A detailed history of Long Island Wealth Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Long Island Wealth Management, Inc. holds 6,730 shares of DFIC stock, worth $223,436. This represents 0.11% of its overall portfolio holdings.
Number of Shares
6,730Holding current value
$223,436% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
513Shares 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$955 Million0.27% of portfolio
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Forum Financial Management, LP Lombard, IL16MShares$530 Million8.62% of portfolio
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Evensky & Katz LLC6.15MShares$204 Million11.67% of portfolio
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High Tower Advisors, LLC Chicago, IL5.09MShares$169 Million0.21% of portfolio