Wingate Wealth Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Wingate Wealth Advisors, Inc.
- $86.9 Billion
- Q1 2025
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 11,999 shares of DFIC stock, worth $367,289. This represents 0.38% of its overall portfolio holdings.
Number of Shares
11,999
Previous 11,963
0.3%
Holding current value
$367,289
Previous $309 Million
7.77%
% of portfolio
0.38%
Previous 0.3%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
471Shares Held
279MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$946 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$843 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$497 Million8.53% of portfolio
-
Evensky & Katz LLC6.32MShares$193 Million11.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$158 Million0.2% of portfolio