Investment Advisory Group, LLC Dimensional ETF Tr Dimensional Transaction History
Investment Advisory Group, LLC
- $282 Million
- Q3 2024
A detailed history of Investment Advisory Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Investment Advisory Group, LLC holds 9,115 shares of DFIC stock, worth $243,735. This represents 0.09% of its overall portfolio holdings.
Number of Shares
9,115
Previous 9,074
0.45%
Holding current value
$243,735
Previous $238,000
7.56%
% of portfolio
0.09%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
348Shares Held
224MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$636 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$624 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$422 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$158 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$126 Million16.75% of portfolio