Us Advisors Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Us Advisors Wealth Management, LLC
- $290 Million
- Q3 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 46,903 shares of DFIC stock, worth $1.57 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
46,903
Previous 44,473
5.46%
Holding current value
$1.57 Million
Previous $1.38 Million
11.22%
% of portfolio
0.53%
Previous 0.51%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
526Shares Held
282MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.9MShares$1.16 Billion1.95% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$552 Million8.43% of portfolio
-
Evensky & Katz LLC6.16MShares$205 Million11.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
-
Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio