Perigon Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Perigon Wealth Management, LLC
- $3.27 Billion
- Q1 2024
A detailed history of Perigon Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 33,682 shares of DFIC stock, worth $898,972. This represents 0.03% of its overall portfolio holdings.
Number of Shares
33,682
Previous 16,669
102.06%
Holding current value
$898,972
Previous $425,000
111.76%
% of portfolio
0.03%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
327Shares Held
198MCall Options Held
100Put Options Held
100-
Envestnet Asset Management Inc21.4MShares$572 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO21.3MShares$568 Million1.62% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$426 Million8.27% of portfolio
-
Evensky & Katz LLC5.55MShares$148 Million10.48% of portfolio
-
Rw Investment Management LLC Eagle, ID4.55MShares$121 Million16.95% of portfolio