Us Advisors Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Us Advisors Wealth Management, LLC
- $269 Million
- Q2 2025
A detailed history of Us Advisors Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 44,473 shares of DFIC stock, worth $1.41 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
44,473
Previous 44,752
0.62%
Holding current value
$1.41 Million
Previous $1.24 Million
11.27%
% of portfolio
0.51%
Previous 0.43%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
503Shares Held
294MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$983 Million2.0% of portfolio
-
Envestnet Asset Management Inc28.8MShares$915 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$508 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$196 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$164 Million0.2% of portfolio