Bos Asset Management, LLC Dimensional ETF Tr Dimensional Transaction History
Bos Asset Management, LLC
- $279 Billion
- Q4 2024
A detailed history of Bos Asset Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Bos Asset Management, LLC holds 9,603 shares of DFIC stock, worth $265,811. This represents 0.09% of its overall portfolio holdings.
Number of Shares
9,603
Previous 9,591
0.13%
Holding current value
$265,811
Previous $270 Million
8.04%
% of portfolio
0.09%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
434Shares Held
2.28BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$815 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$759 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$442 Million8.32% of portfolio
-
Evensky & Katz LLC6.13MShares$170 Million10.37% of portfolio