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 $18.3 Million. This represents 1.87% of its overall portfolio holdings.
Number of Shares
653,239
Previous 610,615
6.98%
Holding current value
$18.3 Million
Previous $14.3 Billion
16.97%
% of portfolio
1.87%
Previous 1.84%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
444Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56.7 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$825 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO27.4MShares$768 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16.4MShares$458 Million8.36% of portfolio
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Evensky & Katz LLC6.13MShares$172 Million10.37% of portfolio