Fiduciary Financial Group, LLC Dimensional ETF Tr Dimensional Transaction History
Fiduciary Financial Group, LLC
- $460 Billion
- Q4 2024
A detailed history of Fiduciary Financial Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Fiduciary Financial Group, LLC holds 27,605 shares of DFIC stock, worth $707,792. This represents 0.15% of its overall portfolio holdings.
Number of Shares
27,605
Previous 14,262
93.56%
Holding current value
$707,792
Previous $394 Million
79.3%
% of portfolio
0.15%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
367Shares Held
236MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$692 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$660 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$404 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$151 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$125 Million17.02% of portfolio