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 $27.3 Million. This represents 1.44% of its overall portfolio holdings.
Number of Shares
822,360
Previous 769,415
6.88%
Holding current value
$27.3 Million
Previous $21.4 Million
19.66%
% of portfolio
1.44%
Previous 1.35%
Shares
11 transactions
Others Institutions Holding DFIC
# of Institutions
513Shares Held
297MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.05 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$955 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$530 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$204 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$169 Million0.21% of portfolio