Investmark Advisory Group LLC Dimensional ETF Tr Dimensional Transaction History
Investmark Advisory Group LLC
- $202 Million
- Q3 2024
A detailed history of Investmark Advisory Group LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Investmark Advisory Group LLC holds 16,298 shares of DFIC stock, worth $421,303. This represents 0.23% of its overall portfolio holdings.
Number of Shares
16,298
Previous 15,726
3.64%
Holding current value
$421,303
Previous $413,000
10.9%
% of portfolio
0.23%
Previous 0.22%
Shares
5 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