Guardian Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Guardian Wealth Advisors, LLC
- $1.18 Billion
- Q4 2024
A detailed history of Guardian Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 817 shares of DFIC stock, worth $22,892. This represents 0.0% of its overall portfolio holdings.
Number of Shares
817
Previous 817
-0.0%
Holding current value
$22,892
Previous $22,000
4.55%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
442Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56.7 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$825 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$768 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$458 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$172 Million10.37% of portfolio