Applied Capital LLC Dimensional ETF Tr Dimensional Transaction History
Applied Capital LLC
- $165 Million
- Q1 2024
A detailed history of Applied Capital LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Applied Capital LLC holds 389,423 shares of DFIC stock, worth $10.9 Million. This represents 6.3% of its overall portfolio holdings.
Number of Shares
389,423
Previous 357,375
8.97%
Holding current value
$10.9 Million
Previous $9.12 Million
14.18%
% of portfolio
6.3%
Previous 5.16%
Shares
9 transactions
Others Institutions Holding DFIC
# of Institutions
343Shares Held
221MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$663 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$651 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.3MShares$425 Million8.27% of portfolio
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Evensky & Katz LLC5.74MShares$160 Million10.51% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$131 Million16.75% of portfolio