Worth Pointe, LLC Dimensional ETF Tr Dimensional Transaction History
Worth Pointe, LLC
- $217 Million
- Q2 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 26,165 shares of DFIC stock, worth $711,164. This represents 0.32% of its overall portfolio holdings.
Number of Shares
26,165
Previous 26,165
-0.0%
Holding current value
$711,164
Previous $699,000
1.72%
% of portfolio
0.32%
Previous 0.35%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
353Shares Held
230MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc27MShares$734 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$634 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$429 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$160 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$128 Million16.75% of portfolio