Annex Advisory Services, LLC Dimensional ETF Tr Dimensional Transaction History
Annex Advisory Services, LLC
- $3.04 Billion
- Q2 2025
A detailed history of Annex Advisory Services, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Annex Advisory Services, LLC holds 2,277,634 shares of DFIC stock, worth $74.8 Million. This represents 2.33% of its overall portfolio holdings.
Number of Shares
2,277,634Holding current value
$74.8 Million% of portfolio
2.33%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
513Shares Held
297MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.04 Billion2.04% of portfolio
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Envestnet Asset Management Inc28.8MShares$944 Million0.27% of portfolio
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Forum Financial Management, LP Lombard, IL16MShares$525 Million8.62% of portfolio
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Evensky & Katz LLC6.15MShares$202 Million11.67% of portfolio
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High Tower Advisors, LLC Chicago, IL5.09MShares$167 Million0.21% of portfolio