Rialto Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Rialto Wealth Management, LLC
- $342 Million
- Q2 2025
A detailed history of Rialto Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 162,972 shares of DFIC stock, worth $5.24 Million. This represents 1.48% of its overall portfolio holdings.
Number of Shares
162,972
Previous 162,617
0.22%
Holding current value
$5.24 Million
Previous $4.56 Million
11.19%
% of portfolio
1.48%
Previous 1.49%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
512Shares Held
294MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.02 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$924 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$513 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$197 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$163 Million0.21% of portfolio