Advisor Partners Ii, LLC Dimensional ETF Tr Dimensional Transaction History
Advisor Partners Ii, LLC
- $2.47 Billion
- Q3 2023
A detailed history of Advisor Partners Ii, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Advisor Partners Ii, LLC holds 196,345 shares of DFIC stock, worth $5.5 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
196,345
Previous 215,310
8.81%
Holding current value
$5.5 Million
Previous $5.23 Million
12.27%
% of portfolio
0.19%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
444Shares 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