Savvy Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Savvy Advisors, Inc.
- $815 Million
- Q4 2024
A detailed history of Savvy Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Savvy Advisors, Inc. holds 27,001 shares of DFIC stock, worth $747,387. This represents 0.09% of its overall portfolio holdings.
Number of Shares
27,001
Previous 35,512
23.97%
Holding current value
$747,387
Previous $999 Million
99.93%
% of portfolio
0.09%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
434Shares Held
2.28BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$815 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$712 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$442 Million8.32% of portfolio
-
Evensky & Katz LLC6.13MShares$170 Million10.37% of portfolio