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 $27,397. This represents 0.0% of its overall portfolio holdings.
Number of Shares
949Holding current value
$27,397% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
459Shares Held
269MCall Options Held
5.9KPut Options Held
0-
Envestnet Asset Management Inc27.5MShares$795 Million0.26% of portfolio
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Mercer Global Advisors Inc Denver, CO27.4MShares$791 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16.2MShares$469 Million8.53% of portfolio
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Evensky & Katz LLC6.13MShares$177 Million10.37% of portfolio
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Rw Investment Management LLC Eagle, ID4.92MShares$142 Million15.48% of portfolio