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 $5.16 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
196,345
Previous 215,310
8.81%
Holding current value
$5.16 Million
Previous $5.23 Million
12.27%
% of portfolio
0.19%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
326Shares Held
197MCall Options Held
100Put Options Held
100-
Envestnet Asset Management Inc21.4MShares$564 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO21.3MShares$559 Million1.62% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$420 Million8.27% of portfolio
-
Evensky & Katz LLC5.55MShares$146 Million10.48% of portfolio
-
Rw Investment Management LLC Eagle, ID4.55MShares$120 Million16.95% of portfolio