Copperleaf Capital, LLC Dimensional ETF Tr Dimensional Transaction History
Copperleaf Capital, LLC
- $115 Million
- Q3 2024
A detailed history of Copperleaf Capital, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Copperleaf Capital, LLC holds 77,223 shares of DFIC stock, worth $2.04 Million. This represents 1.89% of its overall portfolio holdings.
Number of Shares
77,223
Previous 75,519
2.26%
Holding current value
$2.04 Million
Previous $1.99 Million
9.47%
% of portfolio
1.89%
Previous 1.81%
Shares
7 transactions
Others Institutions Holding DFIC
# of Institutions
362Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$714 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$681 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$417 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$156 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$129 Million17.02% of portfolio