Michael A. Dubis Financial Planning, LLC Dimensional ETF Tr Dimensional Transaction History
Michael A. Dubis Financial Planning, LLC
- $101 Million
- Q1 2025
A detailed history of Michael A. Dubis Financial Planning, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Michael A. Dubis Financial Planning, LLC holds 128,930 shares of DFIC stock, worth $4.3 Million. This represents 3.57% of its overall portfolio holdings.
Number of Shares
128,930
Previous 122,495
5.25%
Holding current value
$4.3 Million
Previous $3.17 Million
14.09%
% of portfolio
3.57%
Previous 3.06%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
526Shares Held
282MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.9MShares$1.16 Billion1.95% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$552 Million8.43% of portfolio
-
Evensky & Katz LLC6.16MShares$205 Million11.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
-
Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio