Di Nuzzo Private Wealth, Inc. Dimensional ETF Tr Dimensional Transaction History
Di Nuzzo Private Wealth, Inc.
- $618 Million
- Q4 2024
A detailed history of Di Nuzzo Private Wealth, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Di Nuzzo Private Wealth, Inc. holds 1,526,163 shares of DFIC stock, worth $43.5 Million. This represents 6.38% of its overall portfolio holdings.
Number of Shares
1,526,163
Previous 1,465,187
4.16%
Holding current value
$43.5 Million
Previous $41.2 Million
4.31%
% of portfolio
6.38%
Previous 6.5%
Shares
6 transactions
Others Institutions Holding DFIC
# of Institutions
441Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$57.7 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$840 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$782 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$466 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$175 Million10.37% of portfolio