Financial Alternatives, Inc Dimensional ETF Tr Dimensional Transaction History
Financial Alternatives, Inc
- $154 Billion
- Q2 2025
A detailed history of Financial Alternatives, Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Financial Alternatives, Inc holds 65,888 shares of DFIC stock, worth $2.16 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
65,888
Previous 66,288
0.6%
Holding current value
$2.16 Million
Previous $1.84 Billion
11.28%
% of portfolio
1.33%
Previous 1.31%
Shares
11 transactions
Others Institutions Holding DFIC
# of Institutions
515Shares Held
299MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.04 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$945 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$525 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$202 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$167 Million0.21% of portfolio