Mission Wealth Management, LP Dimensional ETF Tr Dimensional Transaction History
Mission Wealth Management, LP
- $4.95 Billion
- Q3 2025
A detailed history of Mission Wealth Management, LP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Mission Wealth Management, LP holds 18,544 shares of DFIC stock, worth $618,998. This represents 0.01% of its overall portfolio holdings.
Number of Shares
18,544
Previous 12,332
50.37%
Holding current value
$618,998
Previous $383,000
58.75%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
524Shares Held
283MCall 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