Edge Financial Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Edge Financial Advisors LLC
- $223 Billion
- Q3 2025
A detailed history of Edge Financial Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Edge Financial Advisors LLC holds 31,942 shares of DFIC stock, worth $1.07 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
31,942
Previous 31,419
1.66%
Holding current value
$1.07 Million
Previous $977 Million
7.25%
% of portfolio
0.47%
Previous 0.51%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
526Shares Held
282MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.9MShares$1.16 Billion1.95% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$552 Million8.43% of portfolio
-
Evensky & Katz LLC6.16MShares$205 Million11.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
-
Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio