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 $7.39 Million. This represents 2.92% of its overall portfolio holdings.
Number of Shares
224,939
Previous 216,604
3.85%
Holding current value
$7.39 Million
Previous $6.02 Million
16.26%
% of portfolio
2.92%
Previous 2.99%
Shares
7 transactions
Others Institutions Holding DFIC
# of Institutions
522Shares Held
300MCall 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
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Forum Financial Management, LP Lombard, IL16.5MShares$543 Million8.43% of portfolio
-
Evensky & Katz LLC6.15MShares$202 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$167 Million0.21% of portfolio