Assured Partners Investment Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Assured Partners Investment Advisors, LLC
- $518 Billion
- Q1 2025
A detailed history of Assured Partners Investment Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Assured Partners Investment Advisors, LLC holds 105,934 shares of DFIC stock, worth $3.28 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
105,934
Previous 91,839
15.35%
Holding current value
$3.28 Million
Previous $2.37 Billion
23.94%
% of portfolio
0.57%
Previous 0.46%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
471Shares Held
279MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$957 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$853 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$503 Million8.53% of portfolio
-
Evensky & Katz LLC6.32MShares$196 Million11.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$160 Million0.2% of portfolio