Bos Asset Management, LLC Dimensional ETF Tr Dimensional Transaction History
Bos Asset Management, LLC
- $217 Billion
- Q2 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 9,475 shares of DFIC stock, worth $260,941. This represents 0.11% of its overall portfolio holdings.
Number of Shares
9,475
Previous 9,491
0.17%
Holding current value
$260,941
Previous $254 Million
1.89%
% of portfolio
0.11%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
343Shares Held
221MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$655 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$643 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.3MShares$420 Million8.27% of portfolio
-
Evensky & Katz LLC5.74MShares$158 Million10.51% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$130 Million16.75% of portfolio