Porter White Investment Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Porter White Investment Advisors, Inc.
- $202 Billion
- Q1 2025
A detailed history of Porter White Investment Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Porter White Investment Advisors, Inc. holds 179,404 shares of DFIC stock, worth $5.49 Million. This represents 2.46% of its overall portfolio holdings.
Number of Shares
179,404Holding current value
$5.49 Million% of portfolio
2.46%Shares
1 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$946 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$843 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$497 Million8.53% of portfolio
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Evensky & Katz LLC6.32MShares$193 Million11.77% of portfolio
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High Tower Advisors, LLC Chicago, IL5.17MShares$158 Million0.2% of portfolio