Balance Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Balance Wealth, LLC
- $154 Billion
- Q1 2025
A detailed history of Balance Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Balance Wealth, LLC holds 23,375 shares of DFIC stock, worth $668,291. This represents 0.42% of its overall portfolio holdings.
Number of Shares
23,375Holding current value
$668,291% of portfolio
0.42%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
449Shares Held
267MCall Options Held
5.9KPut Options Held
0-
Envestnet Asset Management Inc29.5MShares$842 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO27.4MShares$784 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16.4MShares$467 Million8.36% of portfolio
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Evensky & Katz LLC6.13MShares$175 Million10.37% of portfolio
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Rw Investment Management LLC Eagle, ID4.92MShares$141 Million15.48% of portfolio