American Capital Advisory, LLC Dimensional ETF Tr Dimensional Transaction History
American Capital Advisory, LLC
- $115 Billion
- Q1 2024
A detailed history of American Capital Advisory, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, American Capital Advisory, LLC holds 170,564 shares of DFIC stock, worth $4.57 Million. This represents 3.58% of its overall portfolio holdings.
Number of Shares
170,564
Previous 230,816
26.1%
Holding current value
$4.57 Million
Previous $5.89 Billion
30.34%
% of portfolio
3.58%
Previous 4.21%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
327Shares Held
198MCall Options Held
100Put Options Held
100-
Envestnet Asset Management Inc21.4MShares$575 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO21.3MShares$570 Million1.62% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$428 Million8.27% of portfolio
-
Evensky & Katz LLC5.55MShares$149 Million10.48% of portfolio
-
Rw Investment Management LLC Eagle, ID4.55MShares$122 Million16.95% of portfolio