One Ascent Family Office, LLC Dimensional ETF Tr Dimensional Transaction History
One Ascent Family Office, LLC
- $106 Million
- Q2 2025
A detailed history of One Ascent Family Office, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, One Ascent Family Office, LLC holds 30,621 shares of DFIC stock, worth $1.01 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
30,621
              Previous 30,621
              
        
           -0.0%
        
      
          
        Holding current value
$1.01 Million
            Previous $852,000
            
        
           11.74%
        
      
          
        % of portfolio
0.9%
            Previous 0.79%
          
        Shares
	  1 transactions
	
  Others Institutions Holding DFIC
# of Institutions
523Shares Held
300MCall Options Held
0Put Options Held
0- 
    
      Mercer Global Advisors Inc Denver, CO31.7MShares$1.04 Billion2.04% of portfolio
- 
    
      Envestnet Asset Management Inc28.8MShares$945 Million0.27% of portfolio
- 
    
      Forum Financial Management, LP Lombard, IL16.5MShares$543 Million8.43% of portfolio
- 
    
      Evensky & Katz LLC6.15MShares$202 Million11.67% of portfolio
- 
    
      High Tower Advisors, LLC Chicago, IL5.09MShares$167 Million0.21% of portfolio