Liberty Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Liberty Wealth Management LLC
- $569 Million
- Q3 2024
A detailed history of Liberty Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Liberty Wealth Management LLC holds 497,229 shares of DFIC stock, worth $13.1 Million. This represents 2.46% of its overall portfolio holdings.
Number of Shares
497,229
Previous 918,331
45.86%
Holding current value
$13.1 Million
Previous $12.8 Million
9.15%
% of portfolio
2.46%
Previous 2.35%
Shares
10 transactions
Others Institutions Holding DFIC
# of Institutions
362Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$711 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$678 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$416 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$155 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$128 Million17.02% of portfolio