Hershey Financial Advisers, LLC Dimensional ETF Tr Dimensional Transaction History
Hershey Financial Advisers, LLC
- $112 Billion
- Q2 2025
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$1.04 Billion2.04% of portfolio
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Envestnet Asset Management Inc28.8MShares$944 Million0.27% of portfolio
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Forum Financial Management, LP Lombard, IL16MShares$525 Million8.62% of portfolio
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Evensky & Katz LLC6.15MShares$202 Million11.67% of portfolio
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High Tower Advisors, LLC Chicago, IL5.09MShares$167 Million0.21% of portfolio