Visionary Wealth Advisors Dimensional ETF Tr Dimensional Transaction History
Visionary Wealth Advisors
- $1.57 Billion
- Q3 2024
A detailed history of Visionary Wealth Advisors transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Visionary Wealth Advisors holds 14,670 shares of DFIC stock, worth $396,090. This represents 0.03% of its overall portfolio holdings.
Number of Shares
14,670
Previous 11,183
31.18%
Holding current value
$396,090
Previous $294,000
40.14%
% of portfolio
0.03%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
362Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$729 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$695 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$426 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$159 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$131 Million17.02% of portfolio