Steward Partners Investment Advisory, LLC Dimensional ETF Tr Dimensional Transaction History
Steward Partners Investment Advisory, LLC
- $9.37 Billion
- Q2 2024
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 $62,356. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,231
Previous 2,231
-0.0%
Holding current value
$62,356
Previous $59,000
1.69%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
343Shares Held
221MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$665 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$652 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.3MShares$426 Million8.27% of portfolio
-
Evensky & Katz LLC5.74MShares$161 Million10.51% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$132 Million16.75% of portfolio