Kooman & Associates Dimensional ETF Tr Dimensional Transaction History
Kooman & Associates
- $276 Billion
- Q4 2024
A detailed history of Kooman & Associates transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Kooman & Associates holds 1,502,904 shares of DFIC stock, worth $41.3 Million. This represents 14.05% of its overall portfolio holdings.
Number of Shares
1,502,904
Previous 1,408,604
6.69%
Holding current value
$41.3 Million
Previous $39.6 Billion
2.01%
% of portfolio
14.05%
Previous 14.64%
Shares
12 transactions
Others Institutions Holding DFIC
# of Institutions
438Shares Held
2.28BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$55.6 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$810 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO27.4MShares$754 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16.4MShares$450 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$169 Million10.37% of portfolio