Schubert & CO Dimensional ETF Tr Dimensional Transaction History
Schubert & CO
- $103 Million
- Q2 2024
A detailed history of Schubert & CO transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Schubert & CO holds 59,323 shares of DFIC stock, worth $1.67 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
59,323
Previous 59,323
-0.0%
Holding current value
$1.67 Million
Previous $1.59 Million
1.7%
% of portfolio
1.51%
Previous 1.59%
Shares
8 transactions
Others Institutions Holding DFIC
# of Institutions
343Shares Held
221MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$671 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$658 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.3MShares$430 Million8.27% of portfolio
-
Evensky & Katz LLC5.74MShares$162 Million10.51% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$133 Million16.75% of portfolio