Evoke Wealth, LLC Dimensional ETF Tr Dimensional Transaction History

Evoke Wealth, LLC

$4.37 Trillion
Q2 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 31,643 shares of DFIC stock, worth $1.04 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

31,643

Holding current value

$1.04 Million

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 07, 2025	BUY	$24.94 - $31.15 $789,176 - $985,679	31,643 New	31,643 $984 Million

Others Institutions Holding DFIC

# of Institutions

516

Shares Held

298M

Call Options Held

Put Options Held

Mercer Global Advisors Inc Denver, CO

31.7M
Shares

$1.04 Billion
2.04% of portfolio
Envestnet Asset Management Inc

28.8M
Shares

$945 Million
0.27% of portfolio
Forum Financial Management, LP Lombard, IL

16M
Shares

$525 Million
8.62% of portfolio
Evensky & Katz LLC

6.15M
Shares

$202 Million
11.67% of portfolio
High Tower Advisors, LLC Chicago, IL

5.09M
Shares

$167 Million
0.21% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

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