Clearstead Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Clearstead Advisors, LLC

$6.44 Billion
Q4 2024

A detailed history of Clearstead Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Clearstead Advisors, LLC holds 949 shares of DFIC stock, worth $25,651. This represents 0.0% of its overall portfolio holdings.

Number of Shares

949

Holding current value

$25,651

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$25.61 - $28.0 $24,303 - $26,572	949 New	949 $24,000

Others Institutions Holding DFIC

# of Institutions

407

Shares Held

2.27B

Call Options Held

Put Options Held

Elser Financial Planning, Inc Indianapolis, IN

2.02B
Shares

$54.7 Billion
3.13% of portfolio
Envestnet Asset Management Inc

27M
Shares

$730 Million
0.25% of portfolio
Mercer Global Advisors Inc Denver, CO

25.7M
Shares

$696 Million
1.59% of portfolio
Forum Financial Management, LP Lombard, IL

15.8M
Shares

$426 Million
8.47% of portfolio
Evensky & Katz LLC

5.9M
Shares

$159 Million
10.81% of portfolio

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

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Clearstead Advisors, LLC Dimensional ETF Tr Dimensional Transaction History