Wms Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Wms Partners, LLC
- $1.51 Billion
- Q2 2024
A detailed history of Wms Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wms Partners, LLC holds 28,286 shares of DFIC stock, worth $782,956. This represents 0.05% of its overall portfolio holdings.
Number of Shares
28,286
Previous 28,286
-0.0%
Holding current value
$782,956
Previous $756,000
1.72%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
343Shares Held
221MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$658 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$646 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.3MShares$422 Million8.27% of portfolio
-
Evensky & Katz LLC5.74MShares$159 Million10.51% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$130 Million16.75% of portfolio