Barry Investment Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Barry Investment Advisors, LLC
- $322 Million
- Q3 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 24,721 shares of DFIC stock, worth $641,757. This represents 0.22% of its overall portfolio holdings.
Number of Shares
24,721
Previous 23,825
3.76%
Holding current value
$641,757
Previous $626,000
11.02%
% of portfolio
0.22%
Previous 0.21%
Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
364Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$701 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$668 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$410 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$153 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$126 Million17.02% of portfolio