Allegiance Financial Group Advisory Services LLC Dimensional ETF Tr Dimensional Transaction History
Allegiance Financial Group Advisory Services LLC
- $435 Billion
- Q3 2025
A detailed history of Allegiance Financial Group Advisory Services LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Allegiance Financial Group Advisory Services LLC holds 22,809 shares of DFIC stock, worth $761,364. This represents 0.17% of its overall portfolio holdings.
Number of Shares
22,809
Previous 22,809
-0.0%
Holding current value
$761,364
Previous $709 Million
5.47%
% of portfolio
0.17%
Previous 0.19%
Shares
7 transactions
Others Institutions Holding DFIC
# of Institutions
526Shares Held
282MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.9MShares$1.16 Billion1.95% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$552 Million8.43% of portfolio
-
Evensky & Katz LLC6.16MShares$205 Million11.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
-
Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio