Transcend Capital Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Transcend Capital Advisors, LLC
- $1.29 Billion
- Q2 2025
A detailed history of Transcend Capital Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Transcend Capital Advisors, LLC holds 15,307 shares of DFIC stock, worth $504,059. This represents 0.04% of its overall portfolio holdings.
Number of Shares
15,307
Previous 14,422
6.14%
Holding current value
$504,059
Previous $400,000
18.75%
% of portfolio
0.04%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
524Shares Held
300MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.05 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$947 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$545 Million8.43% of portfolio
-
Evensky & Katz LLC6.15MShares$202 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$168 Million0.21% of portfolio