Daner Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Daner Wealth Management, LLC
- $136 Billion
- Q4 2024
A detailed history of Daner Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Daner Wealth Management, LLC holds 66,480 shares of DFIC stock, worth $1.78 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
66,480Holding current value
$1.78 Million% of portfolio
1.32%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
389Shares Held
2.26BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$54.2 Billion3.13% of portfolio
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Envestnet Asset Management Inc27MShares$723 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO25.7MShares$689 Million1.59% of portfolio
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Forum Financial Management, LP Lombard, IL15.8MShares$423 Million8.47% of portfolio
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Evensky & Katz LLC5.9MShares$158 Million10.81% of portfolio