Discipline Wealth Solutions, LLC Dimensional ETF Tr Dimensional Transaction History
Discipline Wealth Solutions, LLC
- $246 Million
- Q2 2025
A detailed history of Discipline Wealth Solutions, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 8,077 shares of DFIC stock, worth $250,144. This represents 0.1% of its overall portfolio holdings.
Number of Shares
8,077Holding current value
$250,144% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
494Shares Held
292MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$957 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$853 Million0.26% of portfolio
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Forum Financial Management, LP Lombard, IL16MShares$495 Million8.62% of portfolio
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Evensky & Katz LLC6.15MShares$190 Million11.67% of portfolio
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High Tower Advisors, LLC Chicago, IL5.17MShares$160 Million0.2% of portfolio