Disciplined Equity Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Disciplined Equity Management, Inc.
- $151 Million
- Q1 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 18,200 shares of DFIC stock, worth $489,216. This represents 0.32% of its overall portfolio holdings.
Number of Shares
18,200
Previous 18,170
0.17%
Holding current value
$489,216
Previous $463,000
4.97%
% of portfolio
0.32%
Previous 0.32%
Shares
8 transactions
Others Institutions Holding DFIC
# of Institutions
328Shares Held
200MCall Options Held
100Put Options Held
100-
Envestnet Asset Management Inc21.4MShares$577 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO21.3MShares$572 Million1.62% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$429 Million8.27% of portfolio
-
Evensky & Katz LLC5.55MShares$149 Million10.48% of portfolio
-
Rw Investment Management LLC Eagle, ID4.55MShares$122 Million16.95% of portfolio