Avondale Wealth Management Dimensional ETF Tr Dimensional Transaction History
Avondale Wealth Management
- $152 Million
- Q3 2024
A detailed history of Avondale Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Avondale Wealth Management holds 2,000 shares of DFIC stock, worth $53,480. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,000
Previous 2,000
-0.0%
Holding current value
$53,480
Previous $52,000
7.69%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
348Shares Held
224MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$636 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$624 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$422 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$158 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$126 Million16.75% of portfolio