Tci Wealth Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Tci Wealth Advisors, Inc.
- $1.13 Billion
- Q4 2024
A detailed history of Tci Wealth Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 1,293,194 shares of DFIS stock, worth $32.2 Million. This represents 2.81% of its overall portfolio holdings.
Number of Shares
1,293,194
Previous 1,104,625
17.07%
Holding current value
$32.2 Million
Previous $29.6 Million
7.16%
% of portfolio
2.81%
Previous 2.64%
Shares
11 transactions
Others Institutions Holding DFIS
# of Institutions
195Shares Held
79.2MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp22.2MShares$552 Million0.61% of portfolio
-
Matson Money. Inc.12.3MShares$307 Million11.41% of portfolio
-
Mather Group, Llc. Chicago, IL10.2MShares$253 Million3.52% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.02MShares$100 Million0.16% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$64.9 Million3.04% of portfolio