Bcu Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Bcu Wealth Advisors, LLC
- $175 Billion
- Q4 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 902,227 shares of DFIC stock, worth $24.8 Million. This represents 13.32% of its overall portfolio holdings.
Number of Shares
902,227
Previous 626,844
43.93%
Holding current value
$24.8 Million
Previous $17.6 Billion
32.19%
% of portfolio
13.32%
Previous 10.51%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
438Shares Held
2.28BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$55.6 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$810 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$754 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$450 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$169 Million10.37% of portfolio