Barry Investment Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Barry Investment Advisors, LLC
- $368 Million
- Q1 2025
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 24,889 shares of DFIC stock, worth $760,358. This represents 0.19% of its overall portfolio holdings.
Number of Shares
24,889
Previous 24,828
0.25%
Holding current value
$760,358
Previous $641,000
7.8%
% of portfolio
0.19%
Previous 0.21%
Shares
6 transactions
Others Institutions Holding DFIC
# of Institutions
469Shares Held
279MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$944 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$841 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$496 Million8.53% of portfolio
-
Evensky & Katz LLC6.32MShares$193 Million11.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$158 Million0.2% of portfolio