Wcg Wealth Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Wcg Wealth Advisors LLC
- $1.48 Billion
- Q3 2024
A detailed history of Wcg Wealth Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 11,965 shares of DFIC stock, worth $317,072. This represents 0.02% of its overall portfolio holdings.
Number of Shares
11,965
Previous 11,964
0.01%
Holding current value
$317,072
Previous $315,000
6.98%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
370Shares Held
237MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$715 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$682 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$418 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$156 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$129 Million17.02% of portfolio