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 $13.3 Million. This represents 2.46% of its overall portfolio holdings.
Number of Shares
497,229
Previous 918,331
45.86%
Holding current value
$13.3 Million
Previous $12.8 Million
9.15%
% of portfolio
2.46%
Previous 2.35%
Shares
10 transactions
Others Institutions Holding DFIC
# of Institutions
348Shares Held
225MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$637 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$625 Million1.55% of portfolio
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Forum Financial Management, LP Lombard, IL15.8MShares$422 Million8.47% of portfolio
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Evensky & Katz LLC5.9MShares$158 Million10.81% of portfolio
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Rw Investment Management LLC Eagle, ID4.71MShares$126 Million16.75% of portfolio