Investment Advisory Group, LLC Dimensional ETF Tr Dimensional Transaction History
Investment Advisory Group, LLC
- $282 Million
- Q3 2024
A detailed history of Investment Advisory Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Investment Advisory Group, LLC holds 9,115 shares of DFIC stock, worth $239,359. This represents 0.09% of its overall portfolio holdings.
Number of Shares
9,115
Previous 9,074
0.45%
Holding current value
$239,359
Previous $238,000
7.56%
% of portfolio
0.09%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
364Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$709 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$676 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$414 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$155 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$128 Million17.02% of portfolio