Five Oceans Advisors Dimensional ETF Tr Dimensional Transaction History
Five Oceans Advisors
- $197 Million
- Q4 2024
A detailed history of Five Oceans Advisors transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Five Oceans Advisors holds 186,820 shares of DFIC stock, worth $5.38 Million. This represents 2.45% of its overall portfolio holdings.
Number of Shares
186,820
Previous 179,634
4.0%
Holding current value
$5.38 Million
Previous $5.05 Million
4.45%
% of portfolio
2.45%
Previous 2.67%
Shares
11 transactions
Others Institutions Holding DFIC
# of Institutions
440Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$58.2 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$848 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$789 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$471 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$177 Million10.37% of portfolio