Market Street Wealth Management Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Market Street Wealth Management Advisors LLC
- $551 Million
- Q2 2025
A detailed history of Market Street Wealth Management Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Market Street Wealth Management Advisors LLC holds 860,311 shares of DFIC stock, worth $27.7 Million. This represents 4.85% of its overall portfolio holdings.
Number of Shares
860,311
Previous 866,706
0.74%
Holding current value
$27.7 Million
Previous $24.1 Million
11.13%
% of portfolio
4.85%
Previous 4.61%
Shares
7 transactions
Others Institutions Holding DFIC
# of Institutions
512Shares Held
297MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.02 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$927 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$515 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$198 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$164 Million0.21% of portfolio