Approach Retirement Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Approach Retirement Advisors, LLC
- $116 Billion
- Q4 2025
A detailed history of Approach Retirement Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Approach Retirement Advisors, LLC holds 111,106 shares of DFIC stock, worth $3.71 Million. This represents 3.3% of its overall portfolio holdings.
Number of Shares
111,106Holding current value
$3.71 Million% of portfolio
3.3%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
541Shares Held
291MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.9MShares$1.16 Billion1.95% of portfolio
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Forum Financial Management, LP Lombard, IL16.5MShares$552 Million8.29% of portfolio
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Evensky & Katz LLC6.16MShares$205 Million11.71% of portfolio
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High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
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Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio