Wealth Advisors Northwest LLC Dimensional ETF Tr Dimensional Transaction History
Wealth Advisors Northwest LLC
- $147 Billion
- Q4 2024
A detailed history of Wealth Advisors Northwest LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealth Advisors Northwest LLC holds 435,180 shares of DFIC stock, worth $12.2 Million. This represents 7.66% of its overall portfolio holdings.
Number of Shares
435,180Holding current value
$12.2 Million% of portfolio
7.66%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
439Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56.7 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$825 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$768 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$458 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$172 Million10.37% of portfolio