Cresset Asset Management, LLC Dimensional ETF Tr Dimensional Transaction History
Cresset Asset Management, LLC
- $17.3 Billion
- Q4 2024
A detailed history of Cresset Asset Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Cresset Asset Management, LLC holds 135,700 shares of DFIC stock, worth $3.8 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
135,700
Previous 135,700
-0.0%
Holding current value
$3.8 Million
Previous $3.82 Million
8.15%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
442Shares 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