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 $6.13 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
196,345
Previous 215,310
8.81%
Holding current value
$6.13 Million
Previous $5.23 Million
12.27%
% of portfolio
0.19%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
471Shares Held
279MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$964 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$859 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$506 Million8.53% of portfolio
-
Evensky & Katz LLC6.32MShares$197 Million11.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$161 Million0.2% of portfolio