Savvy Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Savvy Advisors, Inc.
- $1.46 Billion
- Q2 2025
A detailed history of Savvy Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Savvy Advisors, Inc. holds 21,796 shares of DFIC stock, worth $723,627. This represents 0.05% of its overall portfolio holdings.
Number of Shares
21,796
Previous 25,328
13.95%
Holding current value
$723,627
Previous $703,000
3.7%
% of portfolio
0.05%
Previous 0.07%
Shares
4 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