Stordahl Capital Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Stordahl Capital Management, Inc.
- $422 Million
- Q4 2024
A detailed history of Stordahl Capital Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Stordahl Capital Management, Inc. holds 1,364,392 shares of DFIC stock, worth $38.2 Million. This represents 8.35% of its overall portfolio holdings.
Number of Shares
1,364,392
Previous 1,313,110
3.91%
Holding current value
$38.2 Million
Previous $37 Million
4.55%
% of portfolio
8.35%
Previous 8.73%
Shares
11 transactions
Others Institutions Holding DFIC
# of Institutions
444Shares 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