Evensky & Katz LLC Dimensional ETF Tr Dimensional Transaction History
Evensky & Katz LLC
- $1.64 Billion
- Q2 2025
A detailed history of Evensky & Katz LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Evensky & Katz LLC holds 6,146,161 shares of DFIC stock, worth $202 Million. This represents 11.67% of its overall portfolio holdings.
Number of Shares
6,146,161
Previous 6,319,608
2.74%
Holding current value
$202 Million
Previous $175 Million
8.88%
% of portfolio
11.67%
Previous 11.77%
Shares
13 transactions
Others Institutions Holding DFIC
# of Institutions
513Shares Held
297MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.04 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$944 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$525 Million8.62% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$167 Million0.21% of portfolio
-
Kestra Investment Management, LLC Austin, TX4.73MShares$155 Million4.12% of portfolio