Squire Investment Management Company, LLC Dimensional ETF Tr Dimensional Transaction History
Squire Investment Management Company, LLC
- $227 Billion
- Q4 2024
A detailed history of Squire Investment Management Company, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Squire Investment Management Company, LLC holds 61,249 shares of DFIC stock, worth $1.7 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
61,249
Previous 39,137
56.5%
Holding current value
$1.7 Million
Previous $1.1 Billion
43.73%
% of portfolio
0.7%
Previous 0.52%
Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
438Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56.1 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$817 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$760 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$453 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$170 Million10.37% of portfolio