Steward Financial Group LLC Dimensional ETF Tr Dimensional Transaction History
Steward Financial Group LLC
- $315 Million
- Q3 2023
A detailed history of Steward Financial Group LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Steward Financial Group LLC holds 698,863 shares of DFIC stock, worth $18.5 Million. This represents 5.17% of its overall portfolio holdings.
Number of Shares
698,863
Previous 654,270
6.82%
Holding current value
$18.5 Million
Previous $15.9 Million
2.76%
% of portfolio
5.17%
Previous 5.07%
Shares
7 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