Advyzon Investment Management, LLC Dimensional ETF Tr Dimensional Transaction History
Advyzon Investment Management, LLC
- $583 Billion
- Q3 2025
A detailed history of Advyzon Investment Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Advyzon Investment Management, LLC holds 8,936 shares of DFIC stock, worth $298,283. This represents 0.05% of its overall portfolio holdings.
Number of Shares
8,936Holding current value
$298,283% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
526Shares Held
282MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.9MShares$1.16 Billion1.95% of portfolio
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Forum Financial Management, LP Lombard, IL16.5MShares$552 Million8.43% of portfolio
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Evensky & Katz LLC6.16MShares$205 Million11.71% of portfolio
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High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
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Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio