Bcu Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Bcu Wealth Advisors, LLC
- $118 Billion
- Q1 2024
A detailed history of Bcu Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Bcu Wealth Advisors, LLC holds 459,777 shares of DFIC stock, worth $12.4 Million. This represents 10.44% of its overall portfolio holdings.
Number of Shares
459,777
Previous 382,639
20.16%
Holding current value
$12.4 Million
Previous $9.77 Billion
25.9%
% of portfolio
10.44%
Previous 10.61%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
331Shares Held
202MCall Options Held
100Put Options Held
100-
Envestnet Asset Management Inc21.4MShares$578 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO21.3MShares$573 Million1.62% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$430 Million8.27% of portfolio
-
Evensky & Katz LLC5.55MShares$150 Million10.48% of portfolio
-
Rw Investment Management LLC Eagle, ID4.55MShares$123 Million16.95% of portfolio