Fundamentun, LLC Dimensional ETF Tr Dimensional Transaction History

Fundamentun, LLC

$1.98 Billion
Q2 2025

A detailed history of Fundamentun, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Fundamentun, LLC holds 123,966 shares of DFIC stock, worth $3.9 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

123,966

Holding current value

$3.9 Million

% of portfolio

0.19%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 29, 2025	BUY	$24.94 - $31.15 $3.09 Million - $3.86 Million	123,966 New	123,966 $3.85 Million

Others Institutions Holding DFIC

# of Institutions

501

Shares Held

294M

Call Options Held

6.6K

Put Options Held

3.9K

Mercer Global Advisors Inc Denver, CO

30.9M
Shares

$972 Million
2.0% of portfolio
Envestnet Asset Management Inc

28.8M
Shares

$905 Million
0.27% of portfolio
Forum Financial Management, LP Lombard, IL

16M
Shares

$502 Million
8.62% of portfolio
Evensky & Katz LLC

6.15M
Shares

$193 Million
11.67% of portfolio
High Tower Advisors, LLC Chicago, IL

5.17M
Shares

$163 Million
0.2% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

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