Vance Wealth, Inc. Dimensional ETF Tr Dimensional Transaction History

Vance Wealth, Inc.

$257 Million
Q4 2024

Shares

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

443

Shares Held

266M

Call Options Held

5.9K

Put Options Held

0

Envestnet Asset Management Inc

29.5M
Shares

$831 Million
0.25% of portfolio
Mercer Global Advisors Inc Denver, CO

27.4M
Shares

$773 Million
1.75% of portfolio
Forum Financial Management, LP Lombard, IL

16.4M
Shares

$461 Million
8.36% of portfolio
Evensky & Katz LLC

6.13M
Shares

$173 Million
10.37% of portfolio
Rw Investment Management LLC Eagle, ID

4.92M
Shares

$139 Million
15.48% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
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