Penobscot Wealth Management Dimensional ETF Tr Dimensional Transaction History
Penobscot Wealth Management
- $185 Million
- Q3 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 192,467 shares of DFIC stock, worth $4.98 Million. This represents 2.93% of its overall portfolio holdings.
Number of Shares
192,467
Previous 176,994
8.74%
Holding current value
$4.98 Million
Previous $4.74 Million
14.19%
% of portfolio
2.93%
Previous 2.82%
Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
364Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$698 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$665 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$408 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$153 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$126 Million17.02% of portfolio