Life Guide Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Life Guide Financial Advisors, LLC
- $189 Million
- Q1 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 408,592 shares of DFIC stock, worth $12.4 Million. This represents 6.07% of its overall portfolio holdings.
Number of Shares
408,592
Previous 372,355
9.73%
Holding current value
$12.4 Million
Previous $9.63 Million
18.94%
% of portfolio
6.07%
Previous 4.14%
Shares
7 transactions
Others Institutions Holding DFIC
# of Institutions
471Shares Held
279MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$936 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$834 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$492 Million8.53% of portfolio
-
Evensky & Katz LLC6.32MShares$191 Million11.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$157 Million0.2% of portfolio