Magnolia Capital Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Magnolia Capital Advisors LLC
- $192 Million
- Q4 2024
A detailed history of Magnolia Capital Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Magnolia Capital Advisors LLC holds 16,582 shares of DFIC stock, worth $470,597. This represents 0.22% of its overall portfolio holdings.
Number of Shares
16,582
Previous 16,447
0.82%
Holding current value
$470,597
Previous $462,000
7.36%
% of portfolio
0.22%
Previous 0.24%
Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
440Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$57.4 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$836 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$778 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$464 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$174 Million10.37% of portfolio