Vance Wealth, Inc. Dimensional ETF Tr Dimensional Transaction History
Vance Wealth, Inc.
- $312 Million
- Q3 2025
A detailed history of Vance Wealth, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Vance Wealth, Inc. holds 7,958 shares of DFIC stock, worth $265,638. This represents 0.08% of its overall portfolio holdings.
Number of Shares
7,958
Previous 7,966
0.1%
Holding current value
$265,638
Previous $247,000
5.26%
% of portfolio
0.08%
Previous 0.09%
Shares
4 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