Ifp Advisors, Inc Dimensional ETF Tr Dimensional Transaction History
Ifp Advisors, Inc
- $2.91 Billion
- Q4 2024
A detailed history of Ifp Advisors, Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ifp Advisors, Inc holds 122,118 shares of DFIC stock, worth $3.48 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
122,118
Previous 91,254
33.82%
Holding current value
$3.48 Million
Previous $2.57 Million
22.95%
% of portfolio
0.11%
Previous 0.1%
Shares
11 transactions
Others Institutions Holding DFIC
# of Institutions
441Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$57.7 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$840 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$782 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$466 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$175 Million10.37% of portfolio