Barry Investment Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Barry Investment Advisors, LLC
- $304 Million
- Q4 2024
A detailed history of Barry Investment Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Barry Investment Advisors, LLC holds 24,828 shares of DFIC stock, worth $699,156. This represents 0.21% of its overall portfolio holdings.
Number of Shares
24,828
Previous 24,721
0.43%
Holding current value
$699,156
Previous $695,000
7.77%
% of portfolio
0.21%
Previous 0.22%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
438Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$57 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$830 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$772 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$460 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$173 Million10.37% of portfolio