Vance Wealth, Inc. Dimensional ETF Tr Dimensional Transaction History

Vance Wealth, Inc.

$263 Million
Q3 2024

A detailed history of Vance Wealth, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Vance Wealth, Inc. holds 7,233 shares of DFIC stock, worth $189,938. This represents 0.08% of its overall portfolio holdings.

Number of Shares

7,233

Holding current value

$189,938

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 08, 2024	BUY	$25.36 - $28.37 $183,428 - $205,200	7,233 New	7,233 $203,000

Others Institutions Holding DFIC

# of Institutions

364

Shares Held

234M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

27M
Shares

$709 Million
0.25% of portfolio
Mercer Global Advisors Inc Denver, CO

25.7M
Shares

$676 Million
1.59% of portfolio
Forum Financial Management, LP Lombard, IL

15.8M
Shares

$414 Million
8.47% of portfolio
Evensky & Katz LLC

5.9M
Shares

$155 Million
10.81% of portfolio
Rw Investment Management LLC Eagle, ID

4.86M
Shares

$128 Million
17.02% of portfolio

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

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