Avondale Wealth Management Dimensional ETF Tr Dimensional Transaction History
Avondale Wealth Management
- $164 Million
- Q2 2025
A detailed history of Avondale Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Avondale Wealth Management holds 2,000 shares of DFIC stock, worth $65,680. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,000
              Previous 2,000
              
        
           -0.0%
        
      
          
        Holding current value
$65,680
            Previous $56,000
            
        
           10.71%
        
      
          
        % of portfolio
0.04%
            Previous 0.04%
          
        Shares
	  3 transactions
	
  Others Institutions Holding DFIC
# of Institutions
523Shares Held
300MCall 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, IL16.5MShares$543 Million8.43% of portfolio
- 
    
      Evensky & Katz LLC6.15MShares$202 Million11.67% of portfolio
- 
    
      High Tower Advisors, LLC Chicago, IL5.09MShares$167 Million0.21% of portfolio