Investmark Advisory Group LLC Dimensional ETF Tr Dimensional Transaction History
Investmark Advisory Group LLC
- $200 Million
- Q4 2024
A detailed history of Investmark Advisory Group LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Investmark Advisory Group LLC holds 21,288 shares of DFIC stock, worth $599,470. This represents 0.28% of its overall portfolio holdings.
Number of Shares
21,288
Previous 16,298
30.62%
Holding current value
$599,470
Previous $458,000
20.09%
% of portfolio
0.28%
Previous 0.23%
Shares
6 transactions
Others Institutions Holding DFIC
# of Institutions
438Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$57 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$830 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$772 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$460 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$173 Million10.37% of portfolio