Wealthspire Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Wealthspire Advisors, LLC
- $17.6 Billion
- Q2 2025
A detailed history of Wealthspire Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 34,493 shares of DFIC stock, worth $1.15 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
34,493
Previous 16,168
113.34%
Holding current value
$1.15 Million
Previous $448,000
139.29%
% of portfolio
0.01%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
513Shares Held
297MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.05 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$955 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$530 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$204 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$169 Million0.21% of portfolio