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 $8.97 Million. This represents 4.57% of its overall portfolio holdings.
Number of Shares
282,041Holding current value
$8.97 Million% of portfolio
4.57%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
503Shares Held
294MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$983 Million2.0% of portfolio
-
Envestnet Asset Management Inc28.8MShares$915 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$508 Million8.62% of portfolio
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Evensky & Katz LLC6.15MShares$196 Million11.67% of portfolio
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High Tower Advisors, LLC Chicago, IL5.17MShares$164 Million0.2% of portfolio