Parkworth Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Parkworth Wealth Management, Inc.
- $125 Billion
- Q1 2025
A detailed history of Parkworth Wealth Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Parkworth Wealth Management, Inc. holds 216,804 shares of DFIC stock, worth $6.9 Million. This represents 4.81% of its overall portfolio holdings.
Number of Shares
216,804
Previous 216,487
0.15%
Holding current value
$6.9 Million
Previous $5.6 Billion
7.61%
% of portfolio
4.81%
Previous 4.65%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
503Shares Held
294MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$983 Million2.0% of portfolio
-
Envestnet Asset Management Inc28.8MShares$915 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$508 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$196 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$164 Million0.2% of portfolio