Cannon Financial Strategists, Inc. Dimensional ETF Tr Dimensional Transaction History
Cannon Financial Strategists, Inc.
- $583 Billion
- Q4 2024
A detailed history of Cannon Financial Strategists, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Cannon Financial Strategists, Inc. holds 3,278,031 shares of DFIC stock, worth $93 Million. This represents 14.53% of its overall portfolio holdings.
Number of Shares
3,278,031
Previous 3,129,453
4.75%
Holding current value
$93 Million
Previous $88.1 Billion
3.78%
% of portfolio
14.53%
Previous 15.39%
Shares
10 transactions
Others Institutions Holding DFIC
# of Institutions
439Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$57.4 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$836 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$778 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$464 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$174 Million10.37% of portfolio