Penobscot Wealth Management Dimensional ETF Tr Dimensional Transaction History
Penobscot Wealth Management
- $168 Million
- Q2 2024
A detailed history of Penobscot Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Penobscot Wealth Management holds 176,994 shares of DFIC stock, worth $4.85 Million. This represents 2.82% of its overall portfolio holdings.
Number of Shares
176,994
Previous 163,568
8.21%
Holding current value
$4.85 Million
Previous $4.38 Million
8.41%
% of portfolio
2.82%
Previous 2.76%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
342Shares Held
218MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$652 Million0.22% of portfolio
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Mercer Global Advisors Inc Denver, CO23.3MShares$639 Million1.55% of portfolio
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Forum Financial Management, LP Lombard, IL15.3MShares$418 Million8.27% of portfolio
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Evensky & Katz LLC5.74MShares$157 Million10.51% of portfolio
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Rw Investment Management LLC Eagle, ID4.71MShares$129 Million16.75% of portfolio