Advisor Net Financial, Inc Dimensional ETF Tr Dimensional Transaction History
Advisor Net Financial, Inc
- $1.27 Billion
- Q3 2024
A detailed history of Advisor Net Financial, Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Advisor Net Financial, Inc holds 805,381 shares of DFIC stock, worth $20.8 Million. This represents 1.78% of its overall portfolio holdings.
Number of Shares
805,381
Previous 785,820
2.49%
Holding current value
$20.8 Million
Previous $20.7 Million
9.7%
% of portfolio
1.78%
Previous 1.96%
Shares
10 transactions
Others Institutions Holding DFIC
# of Institutions
364Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$698 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$665 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$408 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$153 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$126 Million17.02% of portfolio