Avant Financial Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Avant Financial Advisors LLC
- $110 Billion
- Q1 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 108,370 shares of DFIC stock, worth $3.3 Million. This represents 2.73% of its overall portfolio holdings.
Number of Shares
108,370
Previous 109,171
0.73%
Holding current value
$3.3 Million
Previous $2.82 Billion
6.66%
% of portfolio
2.73%
Previous 2.59%
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$941 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$839 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$494 Million8.53% of portfolio
-
Evensky & Katz LLC6.32MShares$192 Million11.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$158 Million0.2% of portfolio