Your Advocates Ltd., LLP Dimensional ETF Tr Dimensional Transaction History
Your Advocates Ltd., LLP
- $182 Million
- Q1 2024
A detailed history of Your Advocates Ltd., LLP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Your Advocates Ltd., LLP holds 775,189 shares of DFIC stock, worth $20.7 Million. This represents 11.42% of its overall portfolio holdings.
Number of Shares
775,189
Previous 866,823
10.57%
Holding current value
$20.7 Million
Previous $22.1 Million
6.29%
% of portfolio
11.42%
Previous 11.59%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
327Shares Held
198MCall Options Held
100Put Options Held
100-
Envestnet Asset Management Inc21.4MShares$573 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO21.3MShares$568 Million1.62% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$426 Million8.27% of portfolio
-
Evensky & Katz LLC5.55MShares$148 Million10.48% of portfolio
-
Rw Investment Management LLC Eagle, ID4.55MShares$122 Million16.95% of portfolio