Tilson Financial Group, Inc. Dimensional ETF Tr Dimensional Transaction History
Tilson Financial Group, Inc.
- $245 Million
- Q4 2024
A detailed history of Tilson Financial Group, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Tilson Financial Group, Inc. holds 194,632 shares of DFIC stock, worth $5.59 Million. This represents 2.05% of its overall portfolio holdings.
Number of Shares
194,632
Previous 86,484
125.05%
Holding current value
$5.59 Million
Previous $2.27 Million
121.2%
% of portfolio
2.05%
Previous 1.13%
Shares
7 transactions
Others Institutions Holding DFIC
# of Institutions
440Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$58.1 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$846 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO27.4MShares$787 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16.4MShares$469 Million8.36% of portfolio
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Evensky & Katz LLC6.13MShares$176 Million10.37% of portfolio