Tumwater Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Tumwater Wealth Management, LLC
- $215 Billion
- Q2 2025
A detailed history of Tumwater Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Tumwater Wealth Management, LLC holds 9,348 shares of DFIC stock, worth $306,988. This represents 0.14% of its overall portfolio holdings.
Number of Shares
9,348
              Previous 9,348
              
        
           -0.0%
        
      
          
        Holding current value
$306,988
            Previous $260 Million
            
        
           11.96%
        
      
          
        % of portfolio
0.14%
            Previous 0.14%
          
        Shares
	  1 transactions
	
  Others Institutions Holding DFIC
# of Institutions
522Shares Held
300MCall Options Held
0Put Options Held
0- 
    
      Mercer Global Advisors Inc Denver, CO31.7MShares$1.04 Billion2.04% of portfolio
- 
    
      Envestnet Asset Management Inc28.8MShares$945 Million0.27% of portfolio
- 
    
      Forum Financial Management, LP Lombard, IL16.5MShares$543 Million8.43% of portfolio
- 
    
      Evensky & Katz LLC6.15MShares$202 Million11.67% of portfolio
- 
    
      High Tower Advisors, LLC Chicago, IL5.09MShares$167 Million0.21% of portfolio