Worth Pointe, LLC Dimensional ETF Tr Dimensional Transaction History
Worth Pointe, LLC
- $241 Million
- Q4 2024
A detailed history of Worth Pointe, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Worth Pointe, LLC holds 49,994 shares of DFIC stock, worth $1.43 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
49,994
Previous 37,403
33.66%
Holding current value
$1.43 Million
Previous $1.05 Million
22.81%
% of portfolio
0.54%
Previous 0.45%
Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
449Shares Held
267MCall Options Held
5.9KPut Options Held
0-
Envestnet Asset Management Inc29.5MShares$842 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$784 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$467 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$175 Million10.37% of portfolio
-
Rw Investment Management LLC Eagle, ID4.92MShares$141 Million15.48% of portfolio