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 $4.05 Million. This represents 3.57% of its overall portfolio holdings.
Number of Shares
128,930
Previous 122,495
5.25%
Holding current value
$4.05 Million
Previous $3.17 Million
14.09%
% of portfolio
3.57%
Previous 3.06%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
502Shares Held
294MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$972 Million2.0% of portfolio
-
Envestnet Asset Management Inc28.8MShares$905 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$502 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$193 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$163 Million0.2% of portfolio