Client 1 St Advisory Group, LLC Dimensional ETF Tr Dimensional Transaction History
Client 1 St Advisory Group, LLC
- $271 Million
- Q2 2025
A detailed history of Client 1 St Advisory Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Client 1 St Advisory Group, LLC holds 459,313 shares of DFIC stock, worth $14.8 Million. This represents 5.28% of its overall portfolio holdings.
Number of Shares
459,313
Previous 499,425
8.03%
Holding current value
$14.8 Million
Previous $13.9 Million
2.96%
% of portfolio
5.28%
Previous 5.48%
Shares
9 transactions
Others Institutions Holding DFIC
# of Institutions
513Shares Held
296MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.02 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$924 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$513 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$197 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$163 Million0.21% of portfolio