Burney CO Dimensional ETF Tr Dimensional Transaction History
Burney CO
- $2.49 Billion
- Q4 2024
A detailed history of Burney CO transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Burney CO holds 776,571 shares of DFIC stock, worth $20.8 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
776,571
Previous 742,869
4.54%
Holding current value
$20.8 Million
Previous $20.9 Million
3.97%
% of portfolio
0.81%
Previous 0.82%
Shares
11 transactions
Others Institutions Holding DFIC
# of Institutions
381Shares Held
239MCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$54.1 Billion3.13% of portfolio
-
Envestnet Asset Management Inc27MShares$722 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$688 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$422 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$158 Million10.81% of portfolio