Di Nuzzo Private Wealth, Inc. Dimensional ETF Tr Dimensional Transaction History
Di Nuzzo Private Wealth, Inc.
- $577 Million
- Q1 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 1,453,183 shares of DFIC stock, worth $38.2 Million. This represents 6.73% of its overall portfolio holdings.
Number of Shares
1,453,183
Previous 1,438,987
0.99%
Holding current value
$38.2 Million
Previous $36.7 Billion
99.89%
% of portfolio
6.73%
Previous 5.22%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
326Shares Held
197MCall Options Held
100Put Options Held
100-
Envestnet Asset Management Inc21.4MShares$564 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO21.3MShares$559 Million1.62% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$420 Million8.27% of portfolio
-
Evensky & Katz LLC5.55MShares$146 Million10.48% of portfolio
-
Rw Investment Management LLC Eagle, ID4.55MShares$120 Million16.95% of portfolio