Smartleaf Asset Management LLC Dimensional ETF Tr Dimensional Transaction History
Smartleaf Asset Management LLC
- $415 Billion
- Q1 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 130,407 shares of DFIC stock, worth $3.48 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
130,407
Previous 112,039
16.39%
Holding current value
$3.48 Million
Previous $2.86 Billion
16.39%
% of portfolio
0.8%
Previous 0.77%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
327Shares Held
198MCall Options Held
100Put Options Held
100-
Envestnet Asset Management Inc21.4MShares$573 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO21.3MShares$568 Million1.62% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$426 Million8.27% of portfolio
-
Evensky & Katz LLC5.55MShares$148 Million10.48% of portfolio
-
Rw Investment Management LLC Eagle, ID4.55MShares$122 Million16.95% of portfolio