Betterment LLC Dimensional ETF Tr Dimensional Transaction History
Betterment LLC
- $41.6 Billion
- Q4 2024
A detailed history of Betterment LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Betterment LLC holds 1,307,929 shares of DFIC stock, worth $36.8 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,307,929
Previous 1,184,866
10.39%
Holding current value
$36.8 Million
Previous $33.3 Million
1.4%
% of portfolio
0.08%
Previous 0.08%
Shares
9 transactions
Others Institutions Holding DFIC
# of Institutions
438Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$57 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$830 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$772 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$460 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$173 Million10.37% of portfolio