Efficient Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Efficient Advisors, LLC
- $1.55 Billion
- Q4 2024
A detailed history of Efficient Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Efficient Advisors, LLC holds 1,429,801 shares of DFIC stock, worth $39.3 Million. This represents 2.38% of its overall portfolio holdings.
Number of Shares
1,429,801
Previous 1,297,993
10.15%
Holding current value
$39.3 Million
Previous $36.5 Million
1.19%
% of portfolio
2.38%
Previous 2.29%
Shares
9 transactions
Others Institutions Holding DFIC
# of Institutions
438Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$55.6 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$810 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO27.4MShares$753 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16.4MShares$449 Million8.36% of portfolio
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Evensky & Katz LLC6.13MShares$169 Million10.37% of portfolio