Steward Partners Investment Advisory, LLC Dimensional ETF Tr Dimensional Transaction History
Steward Partners Investment Advisory, LLC
- $10.9 Billion
- Q1 2025
A detailed history of Steward Partners Investment Advisory, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 2,231 shares of DFIC stock, worth $64,408. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,231
Previous 2,231
-0.0%
Holding current value
$64,408
Previous $57,000
7.02%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
468Shares Held
278MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$892 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$795 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$469 Million8.53% of portfolio
-
Evensky & Katz LLC6.32MShares$182 Million11.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$149 Million0.2% of portfolio