Trust CO Of The South Dimensional ETF Tr Dimensional Transaction History
Trust CO Of The South
- $479 Billion
- Q1 2025
A detailed history of Trust CO Of The South transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Trust CO Of The South holds 778,838 shares of DFIC stock, worth $21.8 Million. This represents 4.52% of its overall portfolio holdings.
Number of Shares
778,838
Previous 389,716
99.85%
Holding current value
$21.8 Million
Previous $10.1 Billion
114.73%
% of portfolio
4.52%
Previous 2.05%
Shares
6 transactions
Others Institutions Holding DFIC
# of Institutions
442Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56.7 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$825 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO27.4MShares$768 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16.4MShares$458 Million8.36% of portfolio
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Evensky & Katz LLC6.13MShares$172 Million10.37% of portfolio