Family Management Corp Dimensional ETF Tr Dimensional Transaction History

Family Management Corp

$677 Million
Q3 2025

A detailed history of Family Management Corp transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Family Management Corp holds 2 shares of DFIC stock, worth $66. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$66

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 13, 2025	BUY	$30.76 - $33.01 $61 - $66	2 New	2 $0

Others Institutions Holding DFIC

# of Institutions

526

Shares Held

282M

Call Options Held

Put Options Held

Mercer Global Advisors Inc Denver, CO

34.9M
Shares

$1.16 Billion
1.95% of portfolio
Forum Financial Management, LP Lombard, IL

16.5M
Shares

$552 Million
8.43% of portfolio
Evensky & Katz LLC

6.16M
Shares

$205 Million
11.71% of portfolio
High Tower Advisors, LLC Chicago, IL

5.1M
Shares

$170 Million
0.2% of portfolio
Envestnet Asset Management Inc

4.79M
Shares

$160 Million
0.05% of portfolio

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
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