Evanson Asset Management, LLC Dimensional ETF Tr Dimensional Transaction History
Evanson Asset Management, LLC
- $1.35 Billion
- Q3 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 657,753 shares of DFIC stock, worth $17.9 Million. This represents 1.37% of its overall portfolio holdings.
Number of Shares
657,753
Previous 690,653
4.76%
Holding current value
$17.9 Million
Previous $18.2 Million
1.94%
% of portfolio
1.37%
Previous 1.43%
Shares
9 transactions
Others Institutions Holding DFIC
# of Institutions
347Shares Held
223MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$647 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$634 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.3MShares$415 Million8.27% of portfolio
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Evensky & Katz LLC5.9MShares$160 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$128 Million16.75% of portfolio