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 $71.1 Million. This represents 2.33% of its overall portfolio holdings.
Number of Shares
2,277,634Holding current value
$71.1 Million% of portfolio
2.33%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
487Shares Held
291MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$964 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$859 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$506 Million8.53% of portfolio
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Evensky & Katz LLC6.32MShares$197 Million11.77% of portfolio
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High Tower Advisors, LLC Chicago, IL5.17MShares$161 Million0.2% of portfolio