Wealth Collab, LLC Dimensional ETF Tr Dimensional Transaction History
Wealth Collab, LLC
- $157 Billion
- Q4 2024
A detailed history of Wealth Collab, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealth Collab, LLC holds 262 shares of DFIC stock, worth $7,341. This represents 0.0% of its overall portfolio holdings.
Number of Shares
262
Previous 262
-0.0%
Holding current value
$7,341
Previous $7.37 Million
8.15%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
441Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56.7 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$825 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$768 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$458 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$172 Million10.37% of portfolio