Gem Asset Management, LLC Dimensional ETF Tr Dimensional Transaction History
Gem Asset Management, LLC
- $161 Billion
- Q2 2024
A detailed history of Gem Asset Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Gem Asset Management, LLC holds 29,521 shares of DFIC stock, worth $823,340. This represents 0.48% of its overall portfolio holdings.
Number of Shares
29,521
Previous 15,024
96.49%
Holding current value
$823,340
Previous $387 Million
100.45%
% of portfolio
0.48%
Previous 0.26%
Shares
7 transactions
Others Institutions Holding DFIC
# of Institutions
343Shares Held
221MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$663 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$651 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.3MShares$425 Million8.27% of portfolio
-
Evensky & Katz LLC5.74MShares$160 Million10.51% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$131 Million16.75% of portfolio