Gen Financial Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Gen Financial Management, Inc.
- $154 Billion
- Q4 2024
A detailed history of Gen Financial Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Gen Financial Management, Inc. holds 63,541 shares of DFIC stock, worth $1.7 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
63,541Holding current value
$1.7 Million% of portfolio
1.07%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
383Shares Held
2.26BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$54.2 Billion3.13% of portfolio
-
Envestnet Asset Management Inc27MShares$724 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$690 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$423 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$158 Million10.81% of portfolio