Wp Wealth LLP Dimensional ETF Tr Dimensional Transaction History
Wp Wealth LLP
- $489 Billion
- Q4 2024
A detailed history of Wp Wealth LLP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wp Wealth LLP holds 2,426,914 shares of DFIC stock, worth $74.3 Million. This represents 12.82% of its overall portfolio holdings.
Number of Shares
2,426,914
Previous 2,283,287
6.29%
Holding current value
$74.3 Million
Previous $64.3 Billion
2.38%
% of portfolio
12.82%
Previous 13.32%
Shares
9 transactions
Others Institutions Holding DFIC
# of Institutions
471Shares Held
279MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$946 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$843 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$497 Million8.53% of portfolio
-
Evensky & Katz LLC6.32MShares$193 Million11.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$158 Million0.2% of portfolio