Barry Investment Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Barry Investment Advisors, LLC
- $304 Million
- Q4 2024
A detailed history of Barry Investment Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Barry Investment Advisors, LLC holds 24,828 shares of DFIC stock, worth $665,390. This represents 0.21% of its overall portfolio holdings.
Number of Shares
24,828
Previous 24,721
0.43%
Holding current value
$665,390
Previous $695,000
7.77%
% of portfolio
0.21%
Previous 0.22%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
383Shares Held
2.26BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$54.2 Billion3.13% of portfolio
-
Envestnet Asset Management Inc27MShares$724 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$690 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$423 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$158 Million10.81% of portfolio