Tilson Financial Group, Inc. Dimensional ETF Tr Dimensional Transaction History
Tilson Financial Group, Inc.
- $99 Million
- Q2 2024
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 86,484 shares of DFIC stock, worth $2.38 Million. This represents 2.3% of its overall portfolio holdings.
Number of Shares
86,484
Previous 65,819
31.4%
Holding current value
$2.38 Million
Previous $1.76 Million
29.13%
% of portfolio
2.3%
Previous 0.95%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
343Shares Held
221MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$655 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$643 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.3MShares$420 Million8.27% of portfolio
-
Evensky & Katz LLC5.74MShares$158 Million10.51% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$130 Million16.75% of portfolio