Avant Financial Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Avant Financial Advisors LLC
- $121 Billion
- Q2 2025
A detailed history of Avant Financial Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Avant Financial Advisors LLC holds 107,608 shares of DFIC stock, worth $3.54 Million. This represents 2.76% of its overall portfolio holdings.
Number of Shares
107,608
Previous 108,370
0.7%
Holding current value
$3.54 Million
Previous $3.01 Billion
11.17%
% of portfolio
2.76%
Previous 2.73%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
524Shares Held
300MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.05 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$947 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$545 Million8.43% of portfolio
-
Evensky & Katz LLC6.15MShares$202 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$168 Million0.21% of portfolio