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 $291,751. This represents 0.14% of its overall portfolio holdings.
Number of Shares
9,348
Previous 9,348
-0.0%
Holding current value
$291,751
Previous $242 Million
7.45%
% of portfolio
0.14%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
481Shares Held
285MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$964 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$859 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$506 Million8.53% of portfolio
-
Evensky & Katz LLC6.32MShares$197 Million11.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$161 Million0.2% of portfolio