Wp Wealth LLP Dimensional ETF Tr Dimensional Transaction History
Wp Wealth LLP
- $414 Billion
- Q2 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 2,133,182 shares of DFIC stock, worth $60.2 Million. This represents 13.54% of its overall portfolio holdings.
Number of Shares
2,133,182
Previous 1,986,762
7.37%
Holding current value
$60.2 Million
Previous $53.1 Billion
5.52%
% of portfolio
13.54%
Previous 13.73%
Shares
7 transactions
Others Institutions Holding DFIC
# of Institutions
343Shares Held
221MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$671 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$658 Million1.55% of portfolio
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Forum Financial Management, LP Lombard, IL15.3MShares$430 Million8.27% of portfolio
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Evensky & Katz LLC5.74MShares$162 Million10.51% of portfolio
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Rw Investment Management LLC Eagle, ID4.71MShares$133 Million16.75% of portfolio