Stordahl Capital Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Stordahl Capital Management, Inc.
- $400 Million
- Q2 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 1,297,726 shares of DFIC stock, worth $36.2 Million. This represents 8.54% of its overall portfolio holdings.
Number of Shares
1,297,726
Previous 1,278,229
1.53%
Holding current value
$36.2 Million
Previous $34.2 Million
0.22%
% of portfolio
8.54%
Previous 8.57%
Shares
9 transactions
Others Institutions Holding DFIC
# of Institutions
343Shares Held
221MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$663 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$651 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.3MShares$425 Million8.27% of portfolio
-
Evensky & Katz LLC5.74MShares$160 Million10.51% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$131 Million16.75% of portfolio