Michael A. Dubis Financial Planning, LLC Dimensional ETF Tr Dimensional Transaction History
Michael A. Dubis Financial Planning, LLC
- $103 Million
- Q4 2024
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 122,495 shares of DFIC stock, worth $3.47 Million. This represents 3.06% of its overall portfolio holdings.
Number of Shares
122,495Holding current value
$3.47 Million% of portfolio
3.06%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
440Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$57.4 Billion3.13% of portfolio
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Envestnet Asset Management Inc29.5MShares$835 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO27.4MShares$777 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16.4MShares$464 Million8.36% of portfolio
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Evensky & Katz LLC6.13MShares$174 Million10.37% of portfolio