Tilson Financial Group, Inc. Dimensional ETF Tr Dimensional Transaction History
Tilson Financial Group, Inc.
- $265 Million
- Q2 2025
A detailed history of Tilson Financial Group, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Tilson Financial Group, Inc. holds 204,239 shares of DFIC stock, worth $6.56 Million. This represents 2.39% of its overall portfolio holdings.
Number of Shares
204,239
Previous 224,179
8.89%
Holding current value
$6.56 Million
Previous $6.23 Million
2.01%
% of portfolio
2.39%
Previous 2.46%
Shares
9 transactions
Others Institutions Holding DFIC
# of Institutions
512Shares Held
295MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.02 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$924 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$513 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$197 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$163 Million0.21% of portfolio