Chicago Partners Investment Group LLC Dimensional ETF Tr Dimensional Transaction History
Chicago Partners Investment Group LLC
- $2.81 Billion
- Q3 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 436,570 shares of DFIC stock, worth $11.6 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
436,570
Previous 430,332
1.45%
Holding current value
$11.6 Million
Previous $11.3 Million
8.59%
% of portfolio
0.44%
Previous 0.47%
Shares
10 transactions
Others Institutions Holding DFIC
# of Institutions
370Shares Held
237MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$715 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$682 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$418 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$156 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$129 Million17.02% of portfolio