Evensky & Katz LLC Dimensional ETF Tr Dimensional Transaction History
Evensky & Katz LLC
- $1.72 Billion
- Q3 2025
A detailed history of Evensky & Katz LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Evensky & Katz LLC holds 6,155,946 shares of DFIC stock, worth $205 Million. This represents 11.71% of its overall portfolio holdings.
Number of Shares
6,155,946
Previous 6,146,161
0.16%
Holding current value
$205 Million
Previous $191 Million
5.64%
% of portfolio
11.71%
Previous 11.67%
Shares
14 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
-
High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
-
Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio
-
Rw Investment Management LLC Eagle, ID4.34MShares$145 Million14.68% of portfolio