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 $443,568. This represents 0.22% of its overall portfolio holdings.
Number of Shares
16,582
Previous 16,447
0.82%
Holding current value
$443,568
Previous $462,000
7.36%
% of portfolio
0.22%
Previous 0.24%
Shares
4 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