Cwm, LLC Dimensional ETF Tr Dimensional Transaction History
Cwm, LLC
- $24.1 Billion
- Q4 2024
A detailed history of Cwm, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Cwm, LLC holds 3,739 shares of DFIC stock, worth $106,112. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,739
Previous 6,072
38.42%
Holding current value
$106,112
Previous $171,000
43.27%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
439Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$57.4 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$836 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$778 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$464 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$174 Million10.37% of portfolio