Commonwealth Equity Services, LLC Dimensional ETF Tr Dimensional Transaction History
Commonwealth Equity Services, LLC
- $66 Billion
- Q3 2024
A detailed history of Commonwealth Equity Services, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Commonwealth Equity Services, LLC holds 1,228,362 shares of DFIC stock, worth $32.6 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,228,362
Previous 1,264,200
2.83%
Holding current value
$32.6 Million
Previous $33.2 Million
4.0%
% of portfolio
0.05%
Previous 0.05%
Shares
10 transactions
Others Institutions Holding DFIC
# of Institutions
372Shares Held
237MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$715 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$682 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$418 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$156 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$129 Million17.02% of portfolio