Chicago Partners Investment Group LLC Dimensional ETF Tr Dimensional Transaction History
Chicago Partners Investment Group LLC
- $2.81 Billion
- Q4 2024
A detailed history of Chicago Partners Investment Group LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Chicago Partners Investment Group LLC holds 444,221 shares of DFIC stock, worth $12.6 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
444,221
Previous 436,570
1.75%
Holding current value
$12.6 Million
Previous $12.3 Million
6.53%
% of portfolio
0.41%
Previous 0.44%
Shares
11 transactions
Others Institutions Holding DFIC
# of Institutions
439Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$57.4 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$836 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$778 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$464 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$174 Million10.37% of portfolio