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 $3.72 Million. This represents 3.57% of its overall portfolio holdings.
Number of Shares
128,930
Previous 122,495
5.25%
Holding current value
$3.72 Million
Previous $3.17 Million
14.09%
% of portfolio
3.57%
Previous 3.06%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
458Shares Held
268MCall Options Held
5.9KPut Options Held
0-
Envestnet Asset Management Inc27.5MShares$795 Million0.26% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$791 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16.2MShares$469 Million8.53% of portfolio
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Evensky & Katz LLC6.13MShares$177 Million10.37% of portfolio
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Rw Investment Management LLC Eagle, ID4.92MShares$142 Million15.48% of portfolio