Wealthspire Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Wealthspire Advisors, LLC
- $9.93 Billion
- Q4 2024
A detailed history of Wealthspire Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 16,168 shares of DFIC stock, worth $442,194. This represents 0.0% of its overall portfolio holdings.
Number of Shares
16,168Holding current value
$442,194% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
426Shares Held
2.28BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$55.3 Billion3.13% of portfolio
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Envestnet Asset Management Inc29.5MShares$806 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO25.7MShares$704 Million1.59% of portfolio
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Forum Financial Management, LP Lombard, IL16MShares$437 Million8.32% of portfolio
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Evensky & Katz LLC6.13MShares$168 Million10.37% of portfolio