Gem Asset Management, LLC Dimensional ETF Tr Dimensional Transaction History
Gem Asset Management, LLC
- $179 Billion
- Q1 2025
A detailed history of Gem Asset Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Gem Asset Management, LLC holds 54,534 shares of DFIC stock, worth $1.5 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
54,534
Previous 48,716
11.94%
Holding current value
$1.5 Million
Previous $1.26 Billion
20.5%
% of portfolio
0.85%
Previous 0.7%
Shares
10 transactions
Others Institutions Holding DFIC
# of Institutions
444Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$55.7 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$811 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$755 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$450 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$169 Million10.37% of portfolio