Concord Wealth Partners Dimensional ETF Tr Dimensional Transaction History
Concord Wealth Partners
- $591 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
355Shares Held
230MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc27MShares$725 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO23.3MShares$626 Million1.55% of portfolio
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Forum Financial Management, LP Lombard, IL15.8MShares$423 Million8.47% of portfolio
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Evensky & Katz LLC5.9MShares$158 Million10.81% of portfolio
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Rw Investment Management LLC Eagle, ID4.86MShares$130 Million17.02% of portfolio