Hartmann Taylor Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Hartmann Taylor Wealth Management, LLC
- $120 Billion
- Q2 2025
A detailed history of Hartmann Taylor Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Hartmann Taylor Wealth Management, LLC holds 10,857 shares of DFIC stock, worth $345,361. This represents 0.28% of its overall portfolio holdings.
Number of Shares
10,857
Previous 9,557
13.6%
Holding current value
$345,361
Previous $265 Million
27.18%
% of portfolio
0.28%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
504Shares Held
294MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$983 Million2.0% of portfolio
-
Envestnet Asset Management Inc28.8MShares$915 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$508 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$196 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$162 Million0.21% of portfolio