55 North Private Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
55 North Private Wealth, LLC
- $380 Billion
- Q4 2025
A detailed history of 55 North Private Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, 55 North Private Wealth, LLC holds 80,698 shares of DFIC stock, worth $2.69 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
80,698Holding current value
$2.69 Million% of portfolio
0.73%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
540Shares Held
289MCall 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