Orion Portfolio Solutions, LLC Dimensional ETF Tr Dimensional Transaction History
Orion Portfolio Solutions, LLC
- $9.52 Billion
- Q4 2024
A detailed history of Orion Portfolio Solutions, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Orion Portfolio Solutions, LLC holds 225,976 shares of DFIC stock, worth $6.18 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
225,976
Previous 205,760
9.83%
Holding current value
$6.18 Million
Previous $5.79 Million
0.88%
% of portfolio
0.06%
Previous 0.06%
Shares
9 transactions
Others Institutions Holding DFIC
# of Institutions
426Shares Held
2.28BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$55.3 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$806 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$704 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$437 Million8.32% of portfolio
-
Evensky & Katz LLC6.13MShares$168 Million10.37% of portfolio