Mpwm Advisory Solutions, LLC Dimensional ETF Tr Dimensional Transaction History
Mpwm Advisory Solutions, LLC
- $158 Billion
- Q2 2025
A detailed history of Mpwm Advisory Solutions, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Mpwm Advisory Solutions, LLC holds 8,035 shares of DFIC stock, worth $266,762. This represents 0.16% of its overall portfolio holdings.
Number of Shares
8,035
Previous 4,435
81.17%
Holding current value
$266,762
Previous $123 Million
102.83%
% of portfolio
0.16%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
513Shares Held
297MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.05 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$955 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$530 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$204 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$169 Million0.21% of portfolio