Vishria Bird Financial Group, LLC Dimensional ETF Tr Dimensional Transaction History
Vishria Bird Financial Group, LLC
- $443 Million
- Q3 2025
A detailed history of Vishria Bird Financial Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Vishria Bird Financial Group, LLC holds 34,243 shares of DFIC stock, worth $1.14 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
34,243
Previous 23,853
43.56%
Holding current value
$1.14 Million
Previous $741,000
51.42%
% of portfolio
0.25%
Previous 0.28%
Shares
2 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