American Capital Advisory, LLC Dimensional ETF Tr Dimensional Transaction History
American Capital Advisory, LLC
- $140 Billion
- Q2 2024
A detailed history of American Capital Advisory, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, American Capital Advisory, LLC holds 230,816 shares of DFIC stock, worth $6.39 Million. This represents 4.21% of its overall portfolio holdings.
Number of Shares
230,816
Previous 170,564
35.33%
Holding current value
$6.39 Million
Previous $4.1 Billion
43.56%
% of portfolio
4.21%
Previous 3.58%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
343Shares Held
221MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$658 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$646 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.3MShares$422 Million8.27% of portfolio
-
Evensky & Katz LLC5.74MShares$159 Million10.51% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$130 Million16.75% of portfolio