Investment Advisory Group, LLC Dimensional ETF Tr Dimensional Transaction History
Investment Advisory Group, LLC
- $291 Million
- Q4 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 9,186 shares of DFIC stock, worth $264,464. This represents 0.08% of its overall portfolio holdings.
Number of Shares
9,186
Previous 9,115
0.78%
Holding current value
$264,464
Previous $256,000
7.42%
% of portfolio
0.08%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
440Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$58.2 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$848 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$789 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$471 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$177 Million10.37% of portfolio