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 $3.96 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
141,356
Previous 130,213
8.56%
Holding current value
$3.96 Million
Previous $3.67 Billion
0.71%
% of portfolio
0.37%
Previous 0.45%
Shares
6 transactions
Others Institutions Holding DFIC
# of Institutions
442Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56.7 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$825 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$768 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$458 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$172 Million10.37% of portfolio