Avant Financial Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Avant Financial Advisors LLC
- $109 Billion
- Q4 2024
A detailed history of Avant Financial Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Avant Financial Advisors LLC holds 109,171 shares of DFIC stock, worth $3.06 Million. This represents 2.59% of its overall portfolio holdings.
Number of Shares
109,171Holding current value
$3.06 Million% of portfolio
2.59%Shares
1 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
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Envestnet Asset Management Inc29.5MShares$825 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO27.4MShares$768 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16.4MShares$458 Million8.36% of portfolio
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Evensky & Katz LLC6.13MShares$172 Million10.37% of portfolio