Visionary Wealth Advisors Dimensional ETF Tr Dimensional Transaction History
Visionary Wealth Advisors
- $1.47 Billion
- Q2 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 11,183 shares of DFIC stock, worth $303,953. This represents 0.02% of its overall portfolio holdings.
Number of Shares
11,183
Previous 7,999
39.8%
Holding current value
$303,953
Previous $213,000
38.03%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
353Shares Held
230MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc27MShares$734 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$634 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$429 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$160 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$128 Million16.75% of portfolio