Plum Street Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Plum Street Advisors, LLC
- $208 Billion
- Q1 2025
A detailed history of Plum Street Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Plum Street Advisors, LLC holds 98,491 shares of DFIC stock, worth $3 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
98,491
Previous 35,908
174.29%
Holding current value
$3 Million
Previous $928 Million
194.72%
% of portfolio
1.32%
Previous 0.46%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
471Shares Held
279MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$941 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$839 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$494 Million8.53% of portfolio
-
Evensky & Katz LLC6.32MShares$192 Million11.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$158 Million0.2% of portfolio