J.W. Cole Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
J.W. Cole Advisors, Inc.
- $2.42 Billion
- Q4 2024
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 16,484 shares of DFIC stock, worth $458,584. This represents 0.02% of its overall portfolio holdings.
Number of Shares
16,484
Previous 16,442
0.26%
Holding current value
$458,584
Previous $462,000
7.79%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
444Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Envestnet Asset Management Inc29.5MShares$819 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$763 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$455 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$171 Million10.37% of portfolio
-
Rw Investment Management LLC Eagle, ID4.92MShares$137 Million15.48% of portfolio