Evensky & Katz LLC Dimensional ETF Tr Dimensional Transaction History
Evensky & Katz LLC
- $1.53 Billion
- Q4 2024
A detailed history of Evensky & Katz LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Evensky & Katz LLC holds 6,131,146 shares of DFIC stock, worth $177 Million. This represents 10.37% of its overall portfolio holdings.
Number of Shares
6,131,146
Previous 5,900,619
3.91%
Holding current value
$177 Million
Previous $166 Million
4.57%
% of portfolio
10.37%
Previous 10.81%
Shares
11 transactions
Others Institutions Holding DFIC
# of Institutions
452Shares Held
266MCall Options Held
5.9KPut Options Held
0-
Envestnet Asset Management Inc27.5MShares$796 Million0.26% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$793 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$473 Million8.36% of portfolio
-
Rw Investment Management LLC Eagle, ID4.92MShares$142 Million15.48% of portfolio
-
High Tower Advisors, LLC Chicago, IL4.88MShares$141 Million0.18% of portfolio