Sageworth Trust CO Dimensional ETF Tr Dimensional Transaction History
Sageworth Trust CO
- $2.11 Billion
- Q3 2025
A detailed history of Sageworth Trust CO transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sageworth Trust CO holds 825,123 shares of DFIC stock, worth $27.5 Million. This represents 1.28% of its overall portfolio holdings.
Number of Shares
825,123
Previous 822,360
0.34%
Holding current value
$27.5 Million
Previous $25.6 Million
5.82%
% of portfolio
1.28%
Previous 1.44%
Shares
12 transactions
Others Institutions Holding DFIC
# of Institutions
526Shares Held
282MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.9MShares$1.16 Billion1.95% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$552 Million8.43% of portfolio
-
Evensky & Katz LLC6.16MShares$205 Million11.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
-
Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio