J.W. Cole Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
J.W. Cole Advisors, Inc.
- $2.33 Billion
- Q3 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 16,442 shares of DFIC stock, worth $435,055. This represents 0.02% of its overall portfolio holdings.
Number of Shares
16,442
Previous 16,362
0.49%
Holding current value
$435,055
Previous $430,000
7.44%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
362Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$714 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$681 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$417 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$156 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$129 Million17.02% of portfolio