Captrust Financial Advisors Dimensional ETF Tr Dimensional Transaction History
Captrust Financial Advisors
- $46.7 Billion
- Q3 2025
A detailed history of Captrust Financial Advisors transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Captrust Financial Advisors holds 6,649 shares of DFIC stock, worth $221,943. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,649
Previous 6,649
-0.0%
Holding current value
$221,943
Previous $206,000
5.83%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
526Shares Held
282MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.9MShares$1.16 Billion1.95% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$552 Million8.43% of portfolio
-
Evensky & Katz LLC6.16MShares$205 Million11.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
-
Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio