Disciplined Equity Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Disciplined Equity Management, Inc.
- $158 Million
- Q3 2024
A detailed history of Disciplined Equity Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Disciplined Equity Management, Inc. holds 18,460 shares of DFIC stock, worth $477,191. This represents 0.33% of its overall portfolio holdings.
Number of Shares
18,460
Previous 18,350
0.6%
Holding current value
$477,191
Previous $482,000
7.68%
% of portfolio
0.33%
Previous 0.32%
Shares
10 transactions
Others Institutions Holding DFIC
# of Institutions
364Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$698 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$665 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$408 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$153 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$126 Million17.02% of portfolio