Ae Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Ae Wealth Management LLC
- $9.76 Billion
- Q3 2024
A detailed history of Ae Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ae Wealth Management LLC holds 19,797 shares of DFIC stock, worth $519,869. This represents 0.01% of its overall portfolio holdings.
Number of Shares
19,797Holding current value
$519,869% of portfolio
0.01%Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
364Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$709 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$676 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$414 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$155 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$128 Million17.02% of portfolio