Wingate Wealth Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Wingate Wealth Advisors, Inc.
- $144 Billion
- Q3 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 12,213 shares of DFIC stock, worth $401,074. This represents 0.28% of its overall portfolio holdings.
Number of Shares
12,213
Previous 12,163
0.41%
Holding current value
$401,074
Previous $378 Million
5.9%
% of portfolio
0.28%
Previous 0.34%
Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
522Shares Held
300MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.04 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$945 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$543 Million8.43% of portfolio
-
Evensky & Katz LLC6.15MShares$202 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$167 Million0.21% of portfolio