Worth Pointe, LLC Dimensional ETF Tr Dimensional Transaction History
Worth Pointe, LLC
- $235 Million
- Q3 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 37,403 shares of DFIC stock, worth $1 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
37,403
Previous 26,165
42.95%
Holding current value
$1 Million
Previous $687,000
53.13%
% of portfolio
0.45%
Previous 0.32%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
383Shares Held
2.26BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$54.1 Billion3.13% of portfolio
-
Envestnet Asset Management Inc27MShares$722 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$688 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$422 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$158 Million10.81% of portfolio