Cannon Financial Strategists, Inc. Dimensional ETF Tr Dimensional Transaction History
Cannon Financial Strategists, Inc.
- $583 Billion
- Q4 2024
A detailed history of Cannon Financial Strategists, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Cannon Financial Strategists, Inc. holds 3,278,031 shares of DFIC stock, worth $91.9 Million. This represents 14.53% of its overall portfolio holdings.
Number of Shares
3,278,031
Previous 3,129,453
4.75%
Holding current value
$91.9 Million
Previous $88.1 Billion
3.78%
% of portfolio
14.53%
Previous 15.39%
Shares
10 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
-
Envestnet Asset Management Inc29.5MShares$825 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$768 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$458 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$172 Million10.37% of portfolio