Allegiance Financial Group Advisory Services LLC Dimensional ETF Tr Dimensional Transaction History
Allegiance Financial Group Advisory Services LLC
- $309 Billion
- Q4 2024
A detailed history of Allegiance Financial Group Advisory Services LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Allegiance Financial Group Advisory Services LLC holds 22,809 shares of DFIC stock, worth $652,109. This represents 0.19% of its overall portfolio holdings.
Number of Shares
22,809
Previous 22,809
-0.0%
Holding current value
$652,109
Previous $642 Million
8.16%
% of portfolio
0.19%
Previous 0.22%
Shares
7 transactions
Others Institutions Holding DFIC
# of Institutions
450Shares Held
267MCall Options Held
5.9KPut Options Held
0-
Envestnet Asset Management Inc27.5MShares$787 Million0.26% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$784 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$467 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$175 Million10.37% of portfolio
-
Rw Investment Management LLC Eagle, ID4.92MShares$141 Million15.48% of portfolio