Wealth Advisors Northwest LLC Dimensional ETF Tr Dimensional Transaction History
Wealth Advisors Northwest LLC
- $147 Billion
- Q4 2024
A detailed history of Wealth Advisors Northwest LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealth Advisors Northwest LLC holds 435,180 shares of DFIC stock, worth $11.8 Million. This represents 7.66% of its overall portfolio holdings.
Number of Shares
435,180Holding current value
$11.8 Million% of portfolio
7.66%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
393Shares Held
2.26BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$54.7 Billion3.13% of portfolio
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Envestnet Asset Management Inc27MShares$731 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO25.7MShares$697 Million1.59% of portfolio
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Forum Financial Management, LP Lombard, IL15.8MShares$427 Million8.47% of portfolio
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Evensky & Katz LLC5.9MShares$160 Million10.81% of portfolio