First Ascent Asset Management, LLC Dimensional ETF Tr Dimensional Transaction History
First Ascent Asset Management, LLC
- $892 Billion
- Q4 2023
A detailed history of First Ascent Asset Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, First Ascent Asset Management, LLC holds 653,239 shares of DFIC stock, worth $18 Million. This represents 1.87% of its overall portfolio holdings.
Number of Shares
653,239
Previous 610,615
6.98%
Holding current value
$18 Million
Previous $14.3 Billion
16.97%
% of portfolio
1.87%
Previous 1.84%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
347Shares Held
222MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$654 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$641 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.3MShares$419 Million8.27% of portfolio
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Evensky & Katz LLC5.9MShares$162 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$129 Million16.75% of portfolio