Life Guide Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Life Guide Financial Advisors, LLC
- $205 Million
- Q2 2024
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 319,154 shares of DFIC stock, worth $8.74 Million. This represents 4.1% of its overall portfolio holdings.
Number of Shares
319,154
Previous 306,593
4.1%
Holding current value
$8.74 Million
Previous $8.2 Million
2.3%
% of portfolio
4.1%
Previous 4.14%
Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
342Shares Held
218MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$652 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$639 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.3MShares$418 Million8.27% of portfolio
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Evensky & Katz LLC5.74MShares$157 Million10.51% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$129 Million16.75% of portfolio