Werba Rubin Papier Wealth Management Dimensional ETF Tr Dimensional Transaction History
Werba Rubin Papier Wealth Management
- $532 Billion
- Q2 2025
A detailed history of Werba Rubin Papier Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Werba Rubin Papier Wealth Management holds 41,753 shares of DFIC stock, worth $1.31 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
41,753
Previous 35,615
17.23%
Holding current value
$1.31 Million
Previous $989 Million
31.25%
% of portfolio
0.24%
Previous 0.22%
Shares
11 transactions
Others Institutions Holding DFIC
# of Institutions
502Shares Held
294MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$972 Million2.0% of portfolio
-
Envestnet Asset Management Inc28.8MShares$905 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$502 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$193 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$163 Million0.2% of portfolio