Hartmann Taylor Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Hartmann Taylor Wealth Management, LLC
- $148 Billion
- Q4 2025
A detailed history of Hartmann Taylor Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Hartmann Taylor Wealth Management, LLC holds 16,055 shares of DFIC stock, worth $535,915. This represents 0.37% of its overall portfolio holdings.
Number of Shares
16,055
Previous 16,055
-0.0%
Holding current value
$535,915
Previous $526 Million
5.09%
% of portfolio
0.37%
Previous 0.38%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
527Shares Held
284MCall 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