Smartleaf Asset Management LLC Dimensional ETF Tr Dimensional Transaction History
Smartleaf Asset Management LLC
- $981 Billion
- Q4 2024
A detailed history of Smartleaf Asset Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Smartleaf Asset Management LLC holds 141,356 shares of DFIC stock, worth $3.99 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
141,356
Previous 130,213
8.56%
Holding current value
$3.99 Million
Previous $3.67 Billion
0.71%
% of portfolio
0.37%
Previous 0.45%
Shares
6 transactions
Others Institutions Holding DFIC
# of Institutions
443Shares Held
266MCall Options Held
5.9KPut Options Held
0-
Envestnet Asset Management Inc29.5MShares$831 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$773 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$461 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$173 Million10.37% of portfolio
-
Rw Investment Management LLC Eagle, ID4.92MShares$139 Million15.48% of portfolio