Optimum Investment Advisors Dimensional ETF Tr Dimensional Transaction History
Optimum Investment Advisors
- $223 Million
- Q2 2025
A detailed history of Optimum Investment Advisors transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Optimum Investment Advisors holds 417 shares of DFIC stock, worth $13,694. This represents 0.01% of its overall portfolio holdings.
Number of Shares
417
Previous 417
-0.0%
Holding current value
$13,694
Previous $11,000
9.09%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
515Shares Held
299MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.04 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$945 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$525 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$202 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$167 Million0.21% of portfolio