Hmv Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Hmv Wealth Advisors, LLC
- $182 Billion
- Q3 2025
A detailed history of Hmv Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Hmv Wealth Advisors, LLC holds 9,420 shares of DFIC stock, worth $314,439. This represents 0.17% of its overall portfolio holdings.
Number of Shares
9,420
Previous 7,725
21.94%
Holding current value
$314,439
Previous $240 Million
28.61%
% of portfolio
0.17%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
525Shares Held
282MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.9MShares$1.16 Billion1.95% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$552 Million8.43% of portfolio
-
Evensky & Katz LLC6.16MShares$205 Million11.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
-
Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio