Copperleaf Capital, LLC Dimensional ETF Tr Dimensional Transaction History
Copperleaf Capital, LLC
- $137 Million
- Q3 2025
A detailed history of Copperleaf Capital, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Copperleaf Capital, LLC holds 103,094 shares of DFIC stock, worth $3.44 Million. This represents 2.47% of its overall portfolio holdings.
Number of Shares
103,094
Previous 99,700
3.4%
Holding current value
$3.44 Million
Previous $3.1 Million
9.07%
% of portfolio
2.47%
Previous 2.22%
Shares
11 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