Angeles Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Angeles Wealth Management, LLC
- $1.16 Billion
- Q3 2024
A detailed history of Angeles Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 22,548 shares of DFIC stock, worth $597,522. This represents 0.05% of its overall portfolio holdings.
Number of Shares
22,548
Previous 32,750
31.15%
Holding current value
$597,522
Previous $860,000
26.28%
% of portfolio
0.05%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
372Shares Held
237MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$715 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$682 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$418 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$156 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$129 Million17.02% of portfolio