Commonwealth Equity Services, LLC Dimensional ETF Tr Dimensional Transaction History
Commonwealth Equity Services, LLC
- $68.4 Billion
- Q4 2024
A detailed history of Commonwealth Equity Services, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Commonwealth Equity Services, LLC holds 1,259,692 shares of DFIC stock, worth $34.9 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,259,692
Previous 1,228,362
2.55%
Holding current value
$34.9 Million
Previous $34.6 Million
5.81%
% of portfolio
0.05%
Previous 0.05%
Shares
11 transactions
Others Institutions Holding DFIC
# of Institutions
434Shares Held
2.28BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$815 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$759 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$442 Million8.32% of portfolio
-
Evensky & Katz LLC6.13MShares$170 Million10.37% of portfolio