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 $552,672. This represents 0.27% of its overall portfolio holdings.
Number of Shares
20,068Holding current value
$552,672% of portfolio
0.27%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
444Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$55.7 Billion3.13% of portfolio
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Envestnet Asset Management Inc29.5MShares$811 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO27.4MShares$755 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16.4MShares$450 Million8.36% of portfolio
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Evensky & Katz LLC6.13MShares$169 Million10.37% of portfolio