American Investment Services, Inc. Dimensional ETF Tr Dimensional Transaction History
American Investment Services, Inc.
- $546 Million
- Q4 2024
A detailed history of American Investment Services, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, American Investment Services, Inc. holds 391,595 shares of DFIC stock, worth $11 Million. This represents 1.86% of its overall portfolio holdings.
Number of Shares
391,595
Previous 355,339
10.2%
Holding current value
$11 Million
Previous $9.19 Million
10.2%
% of portfolio
1.86%
Previous 1.64%
Shares
10 transactions
Others Institutions Holding DFIC
# of Institutions
441Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56.7 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$825 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$768 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$458 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$172 Million10.37% of portfolio