Align Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Align Wealth Management, LLC
- $118 Billion
- Q4 2022
A detailed history of Align Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Align Wealth Management, LLC holds 282,041 shares of DFIC stock, worth $8.14 Million. This represents 4.57% of its overall portfolio holdings.
Number of Shares
282,041Holding current value
$8.14 Million% of portfolio
4.57%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
458Shares Held
268MCall Options Held
5.9KPut Options Held
0-
Envestnet Asset Management Inc27.5MShares$795 Million0.26% of portfolio
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Mercer Global Advisors Inc Denver, CO27.4MShares$791 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16.2MShares$469 Million8.53% of portfolio
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Evensky & Katz LLC6.13MShares$177 Million10.37% of portfolio
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Rw Investment Management LLC Eagle, ID4.92MShares$142 Million15.48% of portfolio