Citrine Capital LLC Dimensional ETF Tr Dimensional Transaction History

Citrine Capital LLC

$136 Billion
Q4 2024

A detailed history of Citrine Capital LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Citrine Capital LLC holds 8,902 shares of DFIC stock, worth $240,977. This represents 0.17% of its overall portfolio holdings.

Number of Shares

8,902

Holding current value

$240,977

% of portfolio

0.17%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 27, 2025	BUY	$25.61 - $28.0 $227,980 - $249,256	8,902 New	8,902 $230 Million

Others Institutions Holding DFIC

# of Institutions

393

Shares Held

2.26B

Call Options Held

Put Options Held

Elser Financial Planning, Inc Indianapolis, IN

2.02B
Shares

$54.7 Billion
3.13% of portfolio
Envestnet Asset Management Inc

27M
Shares

$731 Million
0.25% of portfolio
Mercer Global Advisors Inc Denver, CO

25.7M
Shares

$697 Million
1.59% of portfolio
Forum Financial Management, LP Lombard, IL

15.8M
Shares

$427 Million
8.47% of portfolio
Evensky & Katz LLC

5.9M
Shares

$160 Million
10.81% of portfolio

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

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