Sageworth Trust CO Dimensional ETF Tr Dimensional Transaction History
Sageworth Trust CO
- $1.78 Billion
- Q2 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 822,360 shares of DFIC stock, worth $26.1 Million. This represents 1.44% of its overall portfolio holdings.
Number of Shares
822,360
Previous 769,415
6.88%
Holding current value
$26.1 Million
Previous $21.4 Million
19.66%
% of portfolio
1.44%
Previous 1.35%
Shares
11 transactions
Others Institutions Holding DFIC
# of Institutions
493Shares Held
292MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$980 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$873 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$515 Million8.53% of portfolio
-
Evensky & Katz LLC6.15MShares$195 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$164 Million0.2% of portfolio