J.W. Cole Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
J.W. Cole Advisors, Inc.
- $2.42 Billion
- Q4 2024
A detailed history of J.W. Cole Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 16,484 shares of DFIC stock, worth $456,277. This represents 0.02% of its overall portfolio holdings.
Number of Shares
16,484
Previous 16,442
0.26%
Holding current value
$456,277
Previous $462,000
7.79%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
434Shares Held
2.28BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$815 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$759 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$442 Million8.32% of portfolio
-
Evensky & Katz LLC6.13MShares$170 Million10.37% of portfolio