Cardiff Park Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Cardiff Park Advisors, LLC
- $1.04 Billion
- Q4 2024
A detailed history of Cardiff Park Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Cardiff Park Advisors, LLC holds 237,158 shares of DFIC stock, worth $6.54 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
237,158
Previous 235,987
0.5%
Holding current value
$6.54 Million
Previous $6.64 Million
7.68%
% of portfolio
0.59%
Previous 0.46%
Shares
11 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