Trust CO Of The South Dimensional ETF Tr Dimensional Transaction History
Trust CO Of The South
- $422 Billion
- Q2 2024
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 263,457 shares of DFIC stock, worth $7.09 Million. This represents 1.64% of its overall portfolio holdings.
Number of Shares
263,457
Previous 249,143
5.75%
Holding current value
$7.09 Million
Previous $6.66 Billion
3.93%
% of portfolio
1.64%
Previous 1.54%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
329Shares Held
199MCall Options Held
100Put Options Held
100-
Envestnet Asset Management Inc21.4MShares$578 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO21.3MShares$573 Million1.62% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$430 Million8.27% of portfolio
-
Evensky & Katz LLC5.55MShares$150 Million10.48% of portfolio
-
Rw Investment Management LLC Eagle, ID4.55MShares$123 Million16.95% of portfolio