Aptus Capital Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Aptus Capital Advisors, LLC
- $8.9 Billion
- Q4 2024
A detailed history of Aptus Capital Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 10,844 shares of DFIC stock, worth $299,185. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,844
Previous 66,048
83.58%
Holding current value
$299,185
Previous $1.86 Million
84.93%
% of portfolio
0.0%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
437Shares Held
2.28BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$55.8 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$813 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$756 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$441 Million8.32% of portfolio
-
Evensky & Katz LLC6.13MShares$169 Million10.37% of portfolio