Benchmark Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Benchmark Wealth Management, LLC
- $206 Million
- Q1 2025
A detailed history of Benchmark Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 20,068 shares of DFIC stock, worth $614,281. This represents 0.27% of its overall portfolio holdings.
Number of Shares
20,068Holding current value
$614,281% of portfolio
0.27%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
471Shares Held
279MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$946 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$843 Million0.26% of portfolio
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Forum Financial Management, LP Lombard, IL16.2MShares$497 Million8.53% of portfolio
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Evensky & Katz LLC6.32MShares$193 Million11.77% of portfolio
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High Tower Advisors, LLC Chicago, IL5.17MShares$158 Million0.2% of portfolio