Sanford Advisory Services, LLC Dimensional ETF Tr Dimensional Transaction History
Sanford Advisory Services, LLC
- $420 Million
- Q4 2022
A detailed history of Sanford Advisory Services, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sanford Advisory Services, LLC holds 40,899 shares of DFIC stock, worth $1.16 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
40,899Holding current value
$1.16 Million% of portfolio
0.22%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
440Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$57.4 Billion3.13% of portfolio
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Envestnet Asset Management Inc29.5MShares$836 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO27.4MShares$778 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16.4MShares$464 Million8.36% of portfolio
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Evensky & Katz LLC6.13MShares$174 Million10.37% of portfolio