Summit Trail Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Summit Trail Advisors, LLC
- $3.71 Billion
- Q1 2024
A detailed history of Summit Trail Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 9,350 shares of DFIC stock, worth $245,811. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,350Holding current value
$245,811% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
326Shares Held
197MCall Options Held
100Put Options Held
100-
Envestnet Asset Management Inc21.4MShares$564 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO21.3MShares$559 Million1.62% of portfolio
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Forum Financial Management, LP Lombard, IL16MShares$420 Million8.27% of portfolio
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Evensky & Katz LLC5.55MShares$146 Million10.48% of portfolio
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Rw Investment Management LLC Eagle, ID4.55MShares$120 Million16.95% of portfolio