Wealthspan Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Wealthspan Partners, LLC
- $205 Million
- Q1 2025
A detailed history of Wealthspan Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealthspan Partners, LLC holds 32,077 shares of DFIC stock, worth $917,081. This represents 0.43% of its overall portfolio holdings.
Number of Shares
32,077
Previous 30,818
4.09%
Holding current value
$917,081
Previous $796,000
11.81%
% of portfolio
0.43%
Previous 0.39%
Shares
7 transactions
Others Institutions Holding DFIC
# of Institutions
450Shares Held
267MCall Options Held
5.9KPut Options Held
0-
Envestnet Asset Management Inc27.5MShares$787 Million0.26% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$784 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$467 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$175 Million10.37% of portfolio
-
Rw Investment Management LLC Eagle, ID4.92MShares$141 Million15.48% of portfolio