Bogart Wealth, LLC Dimensional ETF Tr Dimensional Transaction History

Bogart Wealth, LLC

$2.32 Billion
Q2 2025

A detailed history of Bogart Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Bogart Wealth, LLC holds 230 shares of DFIC stock, worth $7,603. This represents 0.0% of its overall portfolio holdings.

Number of Shares

230

Holding current value

$7,603

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 29, 2025	BUY	$24.94 - $31.15 $5,736 - $7,164	230 New	230 $7,000

Others Institutions Holding DFIC

# of Institutions

512

Shares Held

297M

Call Options Held

Put Options Held

Mercer Global Advisors Inc Denver, CO

31.7M
Shares

$1.05 Billion
2.04% of portfolio
Envestnet Asset Management Inc

28.8M
Shares

$951 Million
0.27% of portfolio
Forum Financial Management, LP Lombard, IL

16M
Shares

$528 Million
8.62% of portfolio
Evensky & Katz LLC

6.15M
Shares

$203 Million
11.67% of portfolio
High Tower Advisors, LLC Chicago, IL

5.09M
Shares

$168 Million
0.21% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

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