Daner Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Daner Wealth Management, LLC
- $136 Billion
- Q4 2024
A detailed history of Daner Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Daner Wealth Management, LLC holds 66,480 shares of DFIC stock, worth $1.89 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
66,480Holding current value
$1.89 Million% of portfolio
1.32%Shares
1 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
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Envestnet Asset Management Inc29.5MShares$836 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO27.4MShares$778 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16.4MShares$464 Million8.36% of portfolio
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Evensky & Katz LLC6.13MShares$174 Million10.37% of portfolio