Bridgeworth, LLC Dimensional ETF Tr Dimensional Transaction History
Bridgeworth, LLC
- $1.01 Billion
- Q4 2023
A detailed history of Bridgeworth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Bridgeworth, LLC holds 2,209,530 shares of DFIC stock, worth $71.2 Million. This represents 5.59% of its overall portfolio holdings.
Number of Shares
2,209,530
Previous 2,143,124
3.1%
Holding current value
$71.2 Million
Previous $50 Million
12.73%
% of portfolio
5.59%
Previous 5.54%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
512Shares Held
297MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.02 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$927 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$515 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$198 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$164 Million0.21% of portfolio