Plum Street Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Plum Street Advisors, LLC
- $227 Billion
- Q2 2025
A detailed history of Plum Street Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Plum Street Advisors, LLC holds 212,068 shares of DFIC stock, worth $6.96 Million. This represents 2.91% of its overall portfolio holdings.
Number of Shares
212,068
Previous 98,491
115.32%
Holding current value
$6.96 Million
Previous $2.74 Billion
141.06%
% of portfolio
2.91%
Previous 1.32%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
523Shares Held
301MCall 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