Straight Path Wealth Management Dimensional ETF Tr Dimensional Transaction History
Straight Path Wealth Management
- $262 Million
- Q2 2025
A detailed history of Straight Path Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Straight Path Wealth Management holds 877,424 shares of DFIC stock, worth $27.6 Million. This represents 10.42% of its overall portfolio holdings.
Number of Shares
877,424
Previous 817,320
7.35%
Holding current value
$27.6 Million
Previous $22.7 Million
20.19%
% of portfolio
10.42%
Previous 10.41%
Shares
13 transactions
Others Institutions Holding DFIC
# of Institutions
501Shares Held
294MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$972 Million2.0% of portfolio
-
Envestnet Asset Management Inc28.8MShares$905 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$502 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$193 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$163 Million0.2% of portfolio