Captrust Financial Advisors Dimensional ETF Tr Dimensional Transaction History
Captrust Financial Advisors
- $43.1 Billion
- Q2 2025
A detailed history of Captrust Financial Advisors transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Captrust Financial Advisors holds 6,649 shares of DFIC stock, worth $218,353. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,649
Previous 10,205
34.85%
Holding current value
$218,353
Previous $283,000
27.21%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
522Shares Held
300MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.04 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$945 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$543 Million8.43% of portfolio
-
Evensky & Katz LLC6.15MShares$202 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$167 Million0.21% of portfolio