Wingate Wealth Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Wingate Wealth Advisors, Inc.
- $102 Billion
- Q4 2024
A detailed history of Wingate Wealth Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 11,963 shares of DFIC stock, worth $332,810. This represents 0.3% of its overall portfolio holdings.
Number of Shares
11,963Holding current value
$332,810% of portfolio
0.3%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
444Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56.3 Billion3.13% of portfolio
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Envestnet Asset Management Inc29.5MShares$819 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO27.4MShares$763 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16.4MShares$455 Million8.36% of portfolio
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Evensky & Katz LLC6.13MShares$171 Million10.37% of portfolio