Sc&H Financial Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Sc&H Financial Advisors, Inc.
- $401 Million
- Q2 2024
A detailed history of Sc&H Financial Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sc&H Financial Advisors, Inc. holds 638,701 shares of DFIC stock, worth $17.9 Million. This represents 4.18% of its overall portfolio holdings.
Number of Shares
638,701
Previous 567,138
12.62%
Holding current value
$17.9 Million
Previous $15.2 Million
10.69%
% of portfolio
4.18%
Previous 4.01%
Shares
9 transactions
Others Institutions Holding DFIC
# of Institutions
343Shares Held
221MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$666 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$653 Million1.55% of portfolio
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Forum Financial Management, LP Lombard, IL15.3MShares$427 Million8.27% of portfolio
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Evensky & Katz LLC5.74MShares$161 Million10.51% of portfolio
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Rw Investment Management LLC Eagle, ID4.71MShares$132 Million16.75% of portfolio