One Ascent Family Office, LLC Dimensional ETF Tr Dimensional Transaction History
One Ascent Family Office, LLC
- $106 Million
- Q2 2025
A detailed history of One Ascent Family Office, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, One Ascent Family Office, LLC holds 30,621 shares of DFIC stock, worth $974,054. This represents 0.9% of its overall portfolio holdings.
Number of Shares
30,621
Previous 30,621
-0.0%
Holding current value
$974,054
Previous $852,000
11.74%
% of portfolio
0.9%
Previous 0.79%
Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
503Shares Held
294MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$983 Million2.0% of portfolio
-
Envestnet Asset Management Inc28.8MShares$915 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$508 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$196 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$164 Million0.2% of portfolio