Vance Wealth, Inc. Dimensional ETF Tr Dimensional Transaction History
Vance Wealth, Inc.
- $287 Million
- Q2 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 7,966 shares of DFIC stock, worth $263,355. This represents 0.09% of its overall portfolio holdings.
Number of Shares
7,966
Previous 7,687
3.63%
Holding current value
$263,355
Previous $213,000
15.96%
% of portfolio
0.09%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
512Shares Held
297MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.05 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$951 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$528 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$203 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$168 Million0.21% of portfolio