Bcu Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Bcu Wealth Advisors, LLC
- $192 Billion
- Q1 2025
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 937,941 shares of DFIC stock, worth $27.1 Million. This represents 13.55% of its overall portfolio holdings.
Number of Shares
937,941
Previous 902,227
3.96%
Holding current value
$27.1 Million
Previous $23.3 Billion
11.7%
% of portfolio
13.55%
Previous 13.32%
Shares
6 transactions
Others Institutions Holding DFIC
# of Institutions
458Shares Held
266MCall Options Held
5.9KPut Options Held
0-
Envestnet Asset Management Inc27.5MShares$795 Million0.26% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$791 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$469 Million8.53% of portfolio
-
Evensky & Katz LLC6.13MShares$177 Million10.37% of portfolio
-
Rw Investment Management LLC Eagle, ID4.92MShares$142 Million15.48% of portfolio