Cfs Investment Advisory Services, LLC Dimensional ETF Tr Dimensional Transaction History
Cfs Investment Advisory Services, LLC
- $595 Million
- Q1 2024
A detailed history of Cfs Investment Advisory Services, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 102,426 shares of DFIC stock, worth $2.69 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
102,426
Previous 103,713
1.24%
Holding current value
$2.69 Million
Previous $2.65 Million
3.47%
% of portfolio
0.46%
Previous 0.48%
Shares
8 transactions
Others Institutions Holding DFIC
# of Institutions
326Shares Held
197MCall Options Held
100Put Options Held
100-
Envestnet Asset Management Inc21.4MShares$564 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO21.3MShares$559 Million1.62% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$420 Million8.27% of portfolio
-
Evensky & Katz LLC5.55MShares$146 Million10.48% of portfolio
-
Rw Investment Management LLC Eagle, ID4.55MShares$120 Million16.95% of portfolio