Mpwm Advisory Solutions, LLC Dimensional ETF Tr Dimensional Transaction History
Mpwm Advisory Solutions, LLC
- $137 Billion
- Q4 2024
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 4,435 shares of DFIC stock, worth $124,268. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,435Holding current value
$124,268% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
441Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56.7 Billion3.13% of portfolio
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Envestnet Asset Management Inc29.5MShares$825 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO27.4MShares$768 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16.4MShares$458 Million8.36% of portfolio
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Evensky & Katz LLC6.13MShares$172 Million10.37% of portfolio