Carson Allaria Wealth Management, Ltd. Dimensional ETF Tr Dimensional Transaction History

Carson Allaria Wealth Management, Ltd.

$169 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 09, 2022	BUY	$19.05 - $23.07 $253,250 - $306,692	13,294 New	13,294 $255,000

Others Institutions Holding DFIC

# of Institutions

383

Shares Held

2.26B

Call Options Held

0

Put Options Held

0

Elser Financial Planning, Inc Indianapolis, IN

2.02B
Shares

$54.1 Billion
3.13% of portfolio
Envestnet Asset Management Inc

27M
Shares

$722 Million
0.25% of portfolio
Mercer Global Advisors Inc Denver, CO

25.7M
Shares

$688 Million
1.59% of portfolio
Forum Financial Management, LP Lombard, IL

15.8M
Shares

$422 Million
8.47% of portfolio
Evensky & Katz LLC

5.9M
Shares

$158 Million
10.81% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
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