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 $61 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
$61 Million
Previous $50 Million
12.73%
% of portfolio
5.59%
Previous 5.54%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
437Shares Held
2.28BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$55.8 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$813 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$756 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$451 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$169 Million10.37% of portfolio