Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Dimensional ETF Tr Dimensional Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $4.37 Billion
- Q2 2025
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 8,262 shares of DFIC stock, worth $271,324. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,262
Previous 8,981
8.01%
Holding current value
$271,324
Previous $249,000
2.81%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
515Shares Held
299MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.04 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$945 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$525 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$202 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$167 Million0.21% of portfolio