Wealthspan Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Wealthspan Partners, LLC
- $198 Million
- Q3 2024
A detailed history of Wealthspan Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealthspan Partners, LLC holds 29,663 shares of DFIC stock, worth $781,620. This represents 0.42% of its overall portfolio holdings.
Number of Shares
29,663
Previous 30,242
1.91%
Holding current value
$781,620
Previous $795,000
4.91%
% of portfolio
0.42%
Previous 0.45%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
362Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$711 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$678 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$416 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$155 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$128 Million17.02% of portfolio