Integrated Wealthcare, LLC Dimensional ETF Tr Dimensional Transaction History
Integrated Wealthcare, LLC
- $119 Billion
- Q4 2025
A detailed history of Integrated Wealthcare, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Integrated Wealthcare, LLC holds 57,788 shares of DFIC stock, worth $1.93 Million. This represents 1.67% of its overall portfolio holdings.
Number of Shares
57,788Holding current value
$1.93 Million% of portfolio
1.67%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
533Shares Held
285MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.9MShares$1.16 Billion1.95% of portfolio
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Forum Financial Management, LP Lombard, IL16.5MShares$552 Million8.43% of portfolio
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Evensky & Katz LLC6.16MShares$205 Million11.71% of portfolio
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High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
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Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio