Michael A. Dubis Financial Planning, LLC Dimensional ETF Tr Dimensional Transaction History
Michael A. Dubis Financial Planning, LLC
- $101 Million
- Q1 2025
A detailed history of Michael A. Dubis Financial Planning, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Michael A. Dubis Financial Planning, LLC holds 128,930 shares of DFIC stock, worth $3.92 Million. This represents 3.57% of its overall portfolio holdings.
Number of Shares
128,930
Previous 122,495
5.25%
Holding current value
$3.92 Million
Previous $3.17 Million
14.09%
% of portfolio
3.57%
Previous 3.06%
Shares
2 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$940 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$838 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$157 Million0.2% of portfolio