Penobscot Wealth Management Dimensional ETF Tr Dimensional Transaction History
Penobscot Wealth Management
- $239 Million
- Q2 2025
A detailed history of Penobscot Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Penobscot Wealth Management holds 224,939 shares of DFIC stock, worth $7.07 Million. This represents 2.92% of its overall portfolio holdings.
Number of Shares
224,939
Previous 216,604
3.85%
Holding current value
$7.07 Million
Previous $6.02 Million
16.26%
% of portfolio
2.92%
Previous 2.99%
Shares
7 transactions
Others Institutions Holding DFIC
# of Institutions
501Shares Held
294MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$972 Million2.0% of portfolio
-
Envestnet Asset Management Inc28.8MShares$905 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$502 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$193 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$163 Million0.2% of portfolio