Evoke Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Evoke Wealth, LLC
- $4.94 Trillion
- Q3 2025
A detailed history of Evoke Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Evoke Wealth, LLC holds 33,559 shares of DFIC stock, worth $1.12 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
33,559
Previous 31,643
6.06%
Holding current value
$1.12 Million
Previous $984 Million
11.86%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
526Shares Held
282MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.9MShares$1.16 Billion1.95% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$552 Million8.43% of portfolio
-
Evensky & Katz LLC6.16MShares$205 Million11.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
-
Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio