Orion Portfolio Solutions, LLC Dimensional ETF Tr Dimensional Transaction History
Orion Portfolio Solutions, LLC
- $9.27 Billion
- Q1 2025
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 265,688 shares of DFIC stock, worth $8.73 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
265,688
Previous 225,976
17.57%
Holding current value
$8.73 Million
Previous $6.28 Million
17.58%
% of portfolio
0.08%
Previous 0.07%
Shares
10 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