Align Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Align Wealth Management, LLC
- $118 Billion
- Q4 2022
A detailed history of Align Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Align Wealth Management, LLC holds 282,041 shares of DFIC stock, worth $7.54 Million. This represents 4.57% of its overall portfolio holdings.
Number of Shares
282,041Holding current value
$7.54 Million% of portfolio
4.57%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
348Shares Held
224MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$636 Million0.22% of portfolio
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Mercer Global Advisors Inc Denver, CO23.3MShares$624 Million1.55% of portfolio
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Forum Financial Management, LP Lombard, IL15.8MShares$422 Million8.47% of portfolio
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Evensky & Katz LLC5.9MShares$158 Million10.81% of portfolio
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Rw Investment Management LLC Eagle, ID4.71MShares$126 Million16.75% of portfolio