Gen Financial Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Gen Financial Management, Inc.
- $154 Billion
- Q4 2024
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 63,541 shares of DFIC stock, worth $1.78 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
63,541Holding current value
$1.78 Million% of portfolio
1.07%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
443Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56.7 Billion3.13% of portfolio
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Envestnet Asset Management Inc29.5MShares$825 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO27.4MShares$768 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16.4MShares$458 Million8.36% of portfolio
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Evensky & Katz LLC6.13MShares$172 Million10.37% of portfolio