Burney CO Dimensional ETF Tr Dimensional Transaction History
Burney CO
- $2.39 Billion
- Q1 2024
A detailed history of Burney CO transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Burney CO holds 970,176 shares of DFIC stock, worth $25.5 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
970,176
Previous 920,207
5.43%
Holding current value
$25.5 Million
Previous $23.5 Million
10.47%
% of portfolio
1.09%
Previous 1.08%
Shares
8 transactions
Others Institutions Holding DFIC
# of Institutions
326Shares Held
197MCall Options Held
100Put Options Held
100-
Envestnet Asset Management Inc21.4MShares$564 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO21.3MShares$559 Million1.62% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$420 Million8.27% of portfolio
-
Evensky & Katz LLC5.55MShares$146 Million10.48% of portfolio
-
Rw Investment Management LLC Eagle, ID4.55MShares$120 Million16.95% of portfolio