Assured Partners Investment Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Assured Partners Investment Advisors, LLC
- $513 Billion
- Q4 2024
A detailed history of Assured Partners Investment Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Assured Partners Investment Advisors, LLC holds 91,839 shares of DFIC stock, worth $2.64 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
91,839Holding current value
$2.64 Million% of portfolio
0.46%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
440Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$58.2 Billion3.13% of portfolio
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Envestnet Asset Management Inc29.5MShares$848 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO27.4MShares$789 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16.4MShares$471 Million8.36% of portfolio
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Evensky & Katz LLC6.13MShares$177 Million10.37% of portfolio