Firethorn Wealth Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Firethorn Wealth Partners, LLC
- $163 Million
- Q1 2024
A detailed history of Firethorn Wealth Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Firethorn Wealth Partners, LLC holds 66,699 shares of DFIC stock, worth $1.77 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
66,699
Previous 44,484
49.94%
Holding current value
$1.77 Million
Previous $1.14 Million
57.18%
% of portfolio
1.09%
Previous 0.76%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
327Shares Held
198MCall Options Held
100Put Options Held
100-
Envestnet Asset Management Inc21.4MShares$571 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO21.3MShares$566 Million1.62% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$425 Million8.27% of portfolio
-
Evensky & Katz LLC5.55MShares$148 Million10.48% of portfolio
-
Rw Investment Management LLC Eagle, ID4.55MShares$121 Million16.95% of portfolio