Tumwater Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Tumwater Wealth Management, LLC
- $191 Billion
- Q4 2024
A detailed history of Tumwater Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Tumwater Wealth Management, LLC holds 9,348 shares of DFIC stock, worth $252,676. This represents 0.13% of its overall portfolio holdings.
Number of Shares
9,348Holding current value
$252,676% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
407Shares Held
2.27BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$54.7 Billion3.13% of portfolio
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Envestnet Asset Management Inc27MShares$730 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO25.7MShares$696 Million1.59% of portfolio
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Forum Financial Management, LP Lombard, IL15.8MShares$426 Million8.47% of portfolio
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Evensky & Katz LLC5.9MShares$159 Million10.81% of portfolio