Family Office Research LLC Dimensional ETF Tr Dimensional Transaction History
Family Office Research LLC
- $229 Billion
- Q3 2025
A detailed history of Family Office Research LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Family Office Research LLC holds 152,812 shares of DFIC stock, worth $5.1 Million. This represents 2.19% of its overall portfolio holdings.
Number of Shares
152,812
Previous 153,886
0.7%
Holding current value
$5.1 Million
Previous $4.78 Billion
4.73%
% of portfolio
2.19%
Previous 2.26%
Shares
4 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