Tumwater Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Tumwater Wealth Management, LLC
- $192 Billion
- Q1 2025
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 $284,740. This represents 0.14% of its overall portfolio holdings.
Number of Shares
9,348
Previous 9,348
-0.0%
Holding current value
$284,740
Previous $242 Million
7.45%
% of portfolio
0.14%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
471Shares Held
279MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$941 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$839 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$494 Million8.53% of portfolio
-
Evensky & Katz LLC6.32MShares$192 Million11.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$158 Million0.2% of portfolio