Trust CO Of The South Dimensional ETF Tr Dimensional Transaction History
Trust CO Of The South
- $472 Billion
- Q3 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 310,002 shares of DFIC stock, worth $7.95 Million. This represents 1.85% of its overall portfolio holdings.
Number of Shares
310,002
Previous 263,457
17.67%
Holding current value
$7.95 Million
Previous $6.93 Billion
25.95%
% of portfolio
1.85%
Previous 1.64%
Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
364Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$693 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$660 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$405 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$151 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$125 Million17.02% of portfolio