New Edge Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
New Edge Advisors, LLC
- $16 Billion
- Q4 2024
A detailed history of New Edge Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, New Edge Advisors, LLC holds 1,229,580 shares of DFIC stock, worth $35.4 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
1,229,580
Previous 1,355,006
9.26%
Holding current value
$35.4 Million
Previous $38.1 Million
16.64%
% of portfolio
0.2%
Previous 0.25%
Shares
10 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$58.2 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$848 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$789 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$471 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$177 Million10.37% of portfolio