Life Guide Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Life Guide Financial Advisors, LLC
- $232 Million
- Q4 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 372,355 shares of DFIC stock, worth $9.96 Million. This represents 4.14% of its overall portfolio holdings.
Number of Shares
372,355
Previous 350,065
6.37%
Holding current value
$9.96 Million
Previous $9.85 Million
2.28%
% of portfolio
4.14%
Previous 4.23%
Shares
6 transactions
Others Institutions Holding DFIC
# of Institutions
381Shares Held
239MCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$54.1 Billion3.13% of portfolio
-
Envestnet Asset Management Inc27MShares$722 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$688 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$422 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$158 Million10.81% of portfolio