Evanson Asset Management, LLC Dimensional ETF Tr Dimensional Transaction History
Evanson Asset Management, LLC
- $1.38 Billion
- Q4 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 701,762 shares of DFIC stock, worth $20.2 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
701,762
Previous 657,753
6.69%
Holding current value
$20.2 Million
Previous $18.5 Million
1.99%
% of portfolio
1.32%
Previous 1.37%
Shares
10 transactions
Others Institutions Holding DFIC
# of Institutions
440Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$58.2 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$848 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$789 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$471 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$177 Million10.37% of portfolio