Berger Financial Group, Inc Dimensional ETF Tr Dimensional Transaction History
Berger Financial Group, Inc
- $1.26 Billion
- Q2 2025
A detailed history of Berger Financial Group, Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Berger Financial Group, Inc holds 68,075 shares of DFIC stock, worth $2.26 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
68,075
Previous 62,650
8.66%
Holding current value
$2.26 Million
Previous $1.74 Million
21.68%
% of portfolio
0.17%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
513Shares Held
297MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.05 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$955 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$530 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$204 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$169 Million0.21% of portfolio