Assetmark, Inc Dimensional ETF Tr Dimensional Transaction History

Assetmark, Inc

$34.9 Billion
Q3 2024

A detailed history of Assetmark, Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Assetmark, Inc holds 245 shares of DFIC stock, worth $6,659. This represents 0.0% of its overall portfolio holdings.

Number of Shares

245

Previous 245 -0.0%

Holding current value

$6,659

Previous $6,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	BUY	$25.73 - $27.44 $6,303 - $6,722	245 New	245 $6,000

Others Institutions Holding DFIC

# of Institutions

353

Shares Held

230M

Call Options Held

900

Put Options Held

Envestnet Asset Management Inc

27M
Shares

$734 Million
0.25% of portfolio
Mercer Global Advisors Inc Denver, CO

23.3M
Shares

$634 Million
1.55% of portfolio
Forum Financial Management, LP Lombard, IL

15.8M
Shares

$429 Million
8.47% of portfolio
Evensky & Katz LLC

5.9M
Shares

$160 Million
10.81% of portfolio
Rw Investment Management LLC Eagle, ID

4.71M
Shares

$128 Million
16.75% of portfolio

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
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