Rialto Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Rialto Wealth Management, LLC
- $307 Million
- Q1 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 162,617 shares of DFIC stock, worth $5.08 Million. This represents 1.49% of its overall portfolio holdings.
Number of Shares
162,617
Previous 164,071
0.89%
Holding current value
$5.08 Million
Previous $4.24 Billion
99.89%
% of portfolio
1.49%
Previous 1.4%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
473Shares Held
280MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$964 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$859 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$506 Million8.53% of portfolio
-
Evensky & Katz LLC6.32MShares$197 Million11.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$161 Million0.2% of portfolio