Disciplined Equity Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Disciplined Equity Management, Inc.
- $153 Million
- Q4 2024
A detailed history of Disciplined Equity Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Disciplined Equity Management, Inc. holds 18,610 shares of DFIC stock, worth $513,449. This represents 0.31% of its overall portfolio holdings.
Number of Shares
18,610
Previous 18,460
0.81%
Holding current value
$513,449
Previous $519,000
7.32%
% of portfolio
0.31%
Previous 0.33%
Shares
11 transactions
Others Institutions Holding DFIC
# of Institutions
437Shares Held
2.28BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$55.8 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$813 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$756 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$451 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$169 Million10.37% of portfolio