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 $1.84 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
60,033
Previous 63,541
5.52%
Holding current value
$1.84 Million
Previous $1.64 Billion
1.52%
% of portfolio
1.13%
Previous 1.07%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
471Shares Held
279MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$946 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$843 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$497 Million8.53% of portfolio
-
Evensky & Katz LLC6.32MShares$193 Million11.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$158 Million0.2% of portfolio