O'Shaughnessy Asset Management, LLC Dimensional ETF Tr Dimensional Transaction History
O'Shaughnessy Asset Management, LLC
- $9.51 Billion
- Q2 2024
A detailed history of O'Shaughnessy Asset Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, O'Shaughnessy Asset Management, LLC holds 1,265 shares of DFIC stock, worth $35,280. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,265
Previous 928
36.31%
Holding current value
$35,280
Previous $24,000
37.5%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
343Shares Held
221MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$663 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$651 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.3MShares$425 Million8.27% of portfolio
-
Evensky & Katz LLC5.74MShares$160 Million10.51% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$131 Million16.75% of portfolio