Evanson Asset Management, LLC Dimensional ETF Tr Dimensional Transaction History
Evanson Asset Management, LLC
- $1.27 Billion
- Q2 2024
A detailed history of Evanson Asset Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Evanson Asset Management, LLC holds 690,653 shares of DFIC stock, worth $18.6 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
690,653
Previous 649,266
6.37%
Holding current value
$18.6 Million
Previous $17.4 Million
4.55%
% of portfolio
1.43%
Previous 1.39%
Shares
8 transactions
Others Institutions Holding DFIC
# of Institutions
342Shares Held
218MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$640 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$628 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.3MShares$410 Million8.27% of portfolio
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Evensky & Katz LLC5.74MShares$155 Million10.51% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$127 Million16.75% of portfolio