Guardian Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Guardian Wealth Advisors, LLC
- $1.33 Billion
- Q2 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 1,106 shares of DFIC stock, worth $36,321. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,106
Previous 817
35.37%
Holding current value
$36,321
Previous $22,000
54.55%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
522Shares Held
300MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.04 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$945 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$543 Million8.43% of portfolio
-
Evensky & Katz LLC6.15MShares$202 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$167 Million0.21% of portfolio