Life Guide Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Life Guide Financial Advisors, LLC
- $205 Million
- Q2 2025
A detailed history of Life Guide Financial Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Life Guide Financial Advisors, LLC holds 422,947 shares of DFIC stock, worth $14 Million. This represents 6.42% of its overall portfolio holdings.
Number of Shares
422,947
Previous 408,592
3.51%
Holding current value
$14 Million
Previous $11.4 Million
14.86%
% of portfolio
6.42%
Previous 6.07%
Shares
8 transactions
Others Institutions Holding DFIC
# of Institutions
513Shares Held
297MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.05 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$955 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$530 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$204 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$169 Million0.21% of portfolio