J.W. Cole Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
J.W. Cole Advisors, Inc.
- $5.04 Billion
- Q3 2025
A detailed history of J.W. Cole Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 16,456 shares of DFIC stock, worth $549,301. This represents 0.01% of its overall portfolio holdings.
Number of Shares
16,456
Previous 17,315
4.96%
Holding current value
$549,301
Previous $538,000
0.19%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding DFIC
# of Institutions
527Shares Held
284MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.9MShares$1.16 Billion1.95% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$552 Million8.43% of portfolio
-
Evensky & Katz LLC6.16MShares$205 Million11.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
-
Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio