Werba Rubin Papier Wealth Management Dimensional ETF Tr Dimensional Transaction History
Werba Rubin Papier Wealth Management
- $426 Billion
- Q3 2024
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 23,805 shares of DFIC stock, worth $637,497. This represents 0.16% of its overall portfolio holdings.
Number of Shares
23,805
Previous 19,166
24.2%
Holding current value
$637,497
Previous $504 Million
32.94%
% of portfolio
0.16%
Previous 0.14%
Shares
8 transactions
Others Institutions Holding DFIC
# of Institutions
348Shares Held
225MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$637 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$625 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$422 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$158 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$126 Million16.75% of portfolio