Wcg Wealth Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Wcg Wealth Advisors LLC
- $1.42 Billion
- Q4 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 11,967 shares of DFIC stock, worth $336,990. This represents 0.02% of its overall portfolio holdings.
Number of Shares
11,967
Previous 11,965
0.02%
Holding current value
$336,990
Previous $337,000
8.31%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
438Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$57 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$830 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$772 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$460 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$173 Million10.37% of portfolio