Advisory Services & Investments, LLC Dimensional ETF Tr Dimensional Transaction History
Advisory Services & Investments, LLC
- $132 Million
- Q1 2024
A detailed history of Advisory Services & Investments, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Advisory Services & Investments, LLC holds 773,537 shares of DFIC stock, worth $20.7 Million. This represents 15.69% of its overall portfolio holdings.
Number of Shares
773,537
Previous 755,319
2.41%
Holding current value
$20.7 Million
Previous $19.3 Million
7.31%
% of portfolio
15.69%
Previous 15.22%
Shares
8 transactions
Others Institutions Holding DFIC
# of Institutions
327Shares Held
198MCall Options Held
100Put Options Held
100-
Envestnet Asset Management Inc21.4MShares$573 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO21.3MShares$568 Million1.62% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$426 Million8.27% of portfolio
-
Evensky & Katz LLC5.55MShares$148 Million10.48% of portfolio
-
Rw Investment Management LLC Eagle, ID4.55MShares$122 Million16.95% of portfolio