Copperleaf Capital, LLC Dimensional ETF Tr Dimensional Transaction History
Copperleaf Capital, LLC
- $110 Million
- Q2 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 75,519 shares of DFIC stock, worth $2.02 Million. This represents 1.81% of its overall portfolio holdings.
Number of Shares
75,519
Previous 77,140
2.1%
Holding current value
$2.02 Million
Previous $2.06 Million
3.78%
% of portfolio
1.81%
Previous 1.96%
Shares
6 transactions
Others Institutions Holding DFIC
# of Institutions
348Shares Held
225MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$637 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$625 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$422 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$158 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$126 Million16.75% of portfolio