Vestmark Advisory Solutions, Inc. Dimensional ETF Tr Dimensional Transaction History
Vestmark Advisory Solutions, Inc.
- $2.63 Billion
- Q4 2024
A detailed history of Vestmark Advisory Solutions, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Vestmark Advisory Solutions, Inc. holds 1,029,820 shares of DFIC stock, worth $28.9 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
1,029,820
Previous 1,018,676
1.09%
Holding current value
$28.9 Million
Previous $28.7 Million
7.13%
% of portfolio
1.01%
Previous 1.18%
Shares
8 transactions
Others Institutions Holding DFIC
# of Institutions
442Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56.7 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$825 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$768 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$458 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$172 Million10.37% of portfolio