Wingate Wealth Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Wingate Wealth Advisors, Inc.
- $86.9 Billion
- Q1 2025
A detailed history of Wingate Wealth Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 11,999 shares of DFIC stock, worth $374,488. This represents 0.38% of its overall portfolio holdings.
Number of Shares
11,999
Previous 11,963
0.3%
Holding current value
$374,488
Previous $309 Million
7.77%
% of portfolio
0.38%
Previous 0.3%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
475Shares Held
280MCall 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