Hartmann Taylor Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Hartmann Taylor Wealth Management, LLC
- $139 Billion
- Q3 2025
A detailed history of Hartmann Taylor Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Hartmann Taylor Wealth Management, LLC holds 16,055 shares of DFIC stock, worth $527,246. This represents 0.38% of its overall portfolio holdings.
Number of Shares
16,055
              Previous 10,857
              
        
           47.88%
        
      
          
        Holding current value
$527,246
            Previous $338 Million
            
        
           55.96%
        
      
          
        % of portfolio
0.38%
            Previous 0.28%
          
        Shares
	  3 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