American Investment Services, Inc. Dimensional ETF Tr Dimensional Transaction History
American Investment Services, Inc.
- $554 Million
- Q1 2024
A detailed history of American Investment Services, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, American Investment Services, Inc. holds 354,034 shares of DFIC stock, worth $9.49 Million. This represents 1.71% of its overall portfolio holdings.
Number of Shares
354,034
Previous 329,956
7.3%
Holding current value
$9.49 Million
Previous $8.42 Million
12.43%
% of portfolio
1.71%
Previous 1.62%
Shares
7 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