Asset Dedication, LLC Dimensional ETF Tr Dimensional Transaction History
Asset Dedication, LLC
- $1.35 Billion
- Q2 2025
A detailed history of Asset Dedication, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Asset Dedication, LLC holds 2,254,127 shares of DFIC stock, worth $74 Million. This represents 5.2% of its overall portfolio holdings.
Number of Shares
2,254,127
Previous 2,117,644
6.45%
Holding current value
$74 Million
Previous $58.8 Million
19.17%
% of portfolio
5.2%
Previous 4.87%
Shares
14 transactions
Others Institutions Holding DFIC
# of Institutions
515Shares Held
299MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.04 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$945 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$525 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$202 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$167 Million0.21% of portfolio