Kfg Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Kfg Wealth Management, LLC
- $472 Million
- Q3 2025
A detailed history of Kfg Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 285,759 shares of DFIC stock, worth $9.38 Million. This represents 1.98% of its overall portfolio holdings.
Number of Shares
285,759
Previous 277,566
2.95%
Holding current value
$9.38 Million
Previous $8.63 Million
8.59%
% of portfolio
1.98%
Previous 1.99%
Shares
7 transactions
Others Institutions Holding DFIC
# of Institutions
518Shares Held
301MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.04 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$945 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$525 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$202 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$167 Million0.21% of portfolio