Visionary Wealth Advisors Dimensional ETF Tr Dimensional Transaction History
Visionary Wealth Advisors
- $1.82 Billion
- Q2 2025
A detailed history of Visionary Wealth Advisors transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Visionary Wealth Advisors holds 28,922 shares of DFIC stock, worth $949,798. This represents 0.05% of its overall portfolio holdings.
Number of Shares
28,922
Previous 27,893
3.69%
Holding current value
$949,798
Previous $774,000
16.15%
% of portfolio
0.05%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding DFIC
# of Institutions
522Shares Held
300MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.04 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$945 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$543 Million8.43% of portfolio
-
Evensky & Katz LLC6.15MShares$202 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$167 Million0.21% of portfolio