Avant Financial Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Avant Financial Advisors LLC
- $139 Billion
- Q4 2025
A detailed history of Avant Financial Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Avant Financial Advisors LLC holds 107,598 shares of DFIC stock, worth $3.59 Million. This represents 2.66% of its overall portfolio holdings.
Number of Shares
107,598
Previous 108,110
0.47%
Holding current value
$3.59 Million
Previous $3.54 Billion
4.6%
% of portfolio
2.66%
Previous 2.67%
Shares
5 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