Financial Alternatives, Inc Dimensional ETF Tr Dimensional Transaction History
Financial Alternatives, Inc
- $129 Billion
- Q1 2024
A detailed history of Financial Alternatives, Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Financial Alternatives, Inc holds 67,329 shares of DFIC stock, worth $1.77 Million. This represents 1.39% of its overall portfolio holdings.
Number of Shares
67,329
Previous 67,885
0.82%
Holding current value
$1.77 Million
Previous $1.73 Billion
3.92%
% of portfolio
1.39%
Previous 1.46%
Shares
6 transactions
Others Institutions Holding DFIC
# of Institutions
326Shares Held
197MCall Options Held
100Put Options Held
100-
Envestnet Asset Management Inc21.4MShares$564 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO21.3MShares$559 Million1.62% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$420 Million8.27% of portfolio
-
Evensky & Katz LLC5.55MShares$146 Million10.48% of portfolio
-
Rw Investment Management LLC Eagle, ID4.55MShares$120 Million16.95% of portfolio