Bcu Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Bcu Wealth Advisors, LLC
- $175 Billion
- Q4 2024
A detailed history of Bcu Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Bcu Wealth Advisors, LLC holds 902,227 shares of DFIC stock, worth $24.2 Million. This represents 13.32% of its overall portfolio holdings.
Number of Shares
902,227
Previous 626,844
43.93%
Holding current value
$24.2 Million
Previous $17.6 Billion
32.19%
% of portfolio
13.32%
Previous 10.51%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
386Shares Held
2.26BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$54.2 Billion3.13% of portfolio
-
Envestnet Asset Management Inc27MShares$724 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$690 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$423 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$158 Million10.81% of portfolio