Mattern Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Mattern Wealth Management LLC
- $426 Million
- Q3 2024
A detailed history of Mattern Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Mattern Wealth Management LLC holds 622,239 shares of DFIC stock, worth $16.4 Million. This represents 4.11% of its overall portfolio holdings.
Number of Shares
622,239
Previous 309,317
101.17%
Holding current value
$16.4 Million
Previous $8.13 Million
115.34%
% of portfolio
4.11%
Previous 2.02%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
362Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$711 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$678 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$416 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$155 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$128 Million17.02% of portfolio