Gen Financial Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Gen Financial Management, Inc.
- $148 Billion
- Q1 2025
A detailed history of Gen Financial Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Gen Financial Management, Inc. holds 60,033 shares of DFIC stock, worth $1.72 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
60,033
Previous 63,541
5.52%
Holding current value
$1.72 Million
Previous $1.64 Billion
1.52%
% of portfolio
1.13%
Previous 1.07%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
450Shares Held
267MCall Options Held
5.9KPut Options Held
0-
Envestnet Asset Management Inc27.5MShares$787 Million0.26% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$784 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$467 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$175 Million10.37% of portfolio
-
Rw Investment Management LLC Eagle, ID4.92MShares$141 Million15.48% of portfolio