Advisor Net Financial, Inc Dimensional ETF Tr Dimensional Transaction History
Advisor Net Financial, Inc
- $1.13 Billion
- Q4 2024
A detailed history of Advisor Net Financial, Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Advisor Net Financial, Inc holds 856,218 shares of DFIC stock, worth $24 Million. This represents 1.97% of its overall portfolio holdings.
Number of Shares
856,218
Previous 805,381
6.31%
Holding current value
$24 Million
Previous $22.7 Million
2.34%
% of portfolio
1.97%
Previous 1.78%
Shares
11 transactions
Others Institutions Holding DFIC
# of Institutions
441Shares 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