Von Borstel & Associates, Inc. Dimensional ETF Tr Dimensional Transaction History
Von Borstel & Associates, Inc.
- $255 Million
- Q4 2024
A detailed history of Von Borstel & Associates, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Von Borstel & Associates, Inc. holds 1,076,109 shares of DFIC stock, worth $29.8 Million. This represents 10.89% of its overall portfolio holdings.
Number of Shares
1,076,109
Previous 655,115
64.26%
Holding current value
$29.8 Million
Previous $18.4 Million
50.87%
% of portfolio
10.89%
Previous 10.44%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
434Shares Held
2.28BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$815 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$759 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$442 Million8.32% of portfolio
-
Evensky & Katz LLC6.13MShares$170 Million10.37% of portfolio