Krilogy Financial LLC Dimensional ETF Tr Dimensional Transaction History
Krilogy Financial LLC
- $1.37 Billion
- Q4 2024
A detailed history of Krilogy Financial LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Krilogy Financial LLC holds 758,206 shares of DFIC stock, worth $21.5 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
758,206
Previous 677,706
11.88%
Holding current value
$21.5 Million
Previous $19.1 Million
2.77%
% of portfolio
1.43%
Previous 1.42%
Shares
10 transactions
Others Institutions Holding DFIC
# of Institutions
439Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$57.4 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$836 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$778 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16.4MShares$464 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$174 Million10.37% of portfolio