Schwarz Dygos Wheeler Investment Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Schwarz Dygos Wheeler Investment Advisors LLC
- $392 Million
- Q3 2024
A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 60,124 shares of DFIC stock, worth $1.59 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
60,124
Previous 52,103
15.39%
Holding current value
$1.59 Million
Previous $1.37 Million
23.52%
% of portfolio
0.43%
Previous 0.37%
Shares
6 transactions
Others Institutions Holding DFIC
# of Institutions
362Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$714 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$681 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$417 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$156 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$129 Million17.02% of portfolio