Guardian Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Guardian Wealth Advisors, LLC
- $1.16 Billion
- Q1 2025
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 $24,673. This represents 0.0% of its overall portfolio holdings.
Number of Shares
817
Previous 817
-0.0%
Holding current value
$24,673
Previous $21,000
4.76%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
469Shares Held
279MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$933 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$832 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$490 Million8.53% of portfolio
-
Evensky & Katz LLC6.32MShares$191 Million11.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$156 Million0.2% of portfolio