Rcs Financial Planning, LLC Dimensional ETF Tr Dimensional Transaction History
Rcs Financial Planning, LLC
- $162 Billion
- Q1 2024
A detailed history of Rcs Financial Planning, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Rcs Financial Planning, LLC holds 353,248 shares of DFIC stock, worth $9.5 Million. This represents 5.82% of its overall portfolio holdings.
Number of Shares
353,248
Previous 251,455
40.48%
Holding current value
$9.5 Million
Previous $6.42 Billion
47.19%
% of portfolio
5.82%
Previous 4.2%
Shares
6 transactions
Others Institutions Holding DFIC
# of Institutions
328Shares Held
200MCall Options Held
100Put Options Held
100-
Envestnet Asset Management Inc21.4MShares$577 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO21.3MShares$572 Million1.62% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$429 Million8.27% of portfolio
-
Evensky & Katz LLC5.55MShares$149 Million10.48% of portfolio
-
Rw Investment Management LLC Eagle, ID4.55MShares$122 Million16.95% of portfolio