Schwarz Dygos Wheeler Investment Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Schwarz Dygos Wheeler Investment Advisors LLC
- $369 Million
- Q2 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 52,103 shares of DFIC stock, worth $1.42 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
52,103
Previous 50,281
3.62%
Holding current value
$1.42 Million
Previous $1.35 Million
1.78%
% of portfolio
0.37%
Previous 0.38%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
353Shares Held
230MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc27MShares$734 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$634 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$429 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$160 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$128 Million16.75% of portfolio