New Edge Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
New Edge Advisors, LLC
- $16.2 Billion
- Q1 2025
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 1,081,377 shares of DFIC stock, worth $32.8 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
1,081,377
Previous 1,229,580
12.05%
Holding current value
$32.8 Million
Previous $31.8 Million
5.52%
% of portfolio
0.19%
Previous 0.2%
Shares
11 transactions
Others Institutions Holding DFIC
# of Institutions
469Shares Held
279MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$936 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$834 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$492 Million8.53% of portfolio
-
Evensky & Katz LLC6.32MShares$191 Million11.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$157 Million0.2% of portfolio