Financial Alternatives, Inc Dimensional ETF Tr Dimensional Transaction History
Financial Alternatives, Inc
- $142 Billion
- Q3 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 67,175 shares of DFIC stock, worth $1.77 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
67,175
Previous 67,218
0.06%
Holding current value
$1.77 Million
Previous $1.77 Billion
6.97%
% of portfolio
1.33%
Previous 1.33%
Shares
8 transactions
Others Institutions Holding DFIC
# of Institutions
362Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$712 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$679 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$416 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$156 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$128 Million17.02% of portfolio