Total Clarity Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Total Clarity Wealth Management, Inc.
- $295 Million
- Q4 2024
A detailed history of Total Clarity Wealth Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Total Clarity Wealth Management, Inc. holds 60,971 shares of DFIC stock, worth $1.65 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
60,971
Previous 59,954
1.7%
Holding current value
$1.65 Million
Previous $1.69 Million
6.58%
% of portfolio
0.53%
Previous 0.57%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
399Shares Held
2.27BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$54.7 Billion3.13% of portfolio
-
Envestnet Asset Management Inc27MShares$730 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$696 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$426 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$159 Million10.81% of portfolio