Cannon Financial Strategists, Inc. Dimensional ETF Tr Dimensional Transaction History
Cannon Financial Strategists, Inc.
- $572 Billion
- Q3 2024
A detailed history of Cannon Financial Strategists, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Cannon Financial Strategists, Inc. holds 3,129,453 shares of DFIC stock, worth $82.5 Million. This represents 15.39% of its overall portfolio holdings.
Number of Shares
3,129,453
Previous 2,616,005
19.63%
Holding current value
$82.5 Million
Previous $66.8 Billion
31.86%
% of portfolio
15.39%
Previous 14.3%
Shares
9 transactions
Others Institutions Holding DFIC
# of Institutions
362Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$711 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$678 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$416 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$155 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$128 Million17.02% of portfolio