Aire Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Aire Advisors, LLC
- $437 Million
- Q1 2024
A detailed history of Aire Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Aire Advisors, LLC holds 494,118 shares of DFIC stock, worth $13.2 Million. This represents 3.02% of its overall portfolio holdings.
Number of Shares
494,118
Previous 493,655
0.09%
Holding current value
$13.2 Million
Previous $12.6 Million
4.87%
% of portfolio
3.02%
Previous 3.16%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
332Shares Held
202MCall Options Held
100Put Options Held
100-
Envestnet Asset Management Inc21.4MShares$572 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO21.3MShares$567 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$121 Million16.95% of portfolio