Kaufman Rossin Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Kaufman Rossin Wealth, LLC
- $183 Billion
- Q3 2025
A detailed history of Kaufman Rossin Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Kaufman Rossin Wealth, LLC holds 15,245 shares of DFIC stock, worth $508,878. This represents 0.27% of its overall portfolio holdings.
Number of Shares
15,245
Previous 7,462
104.3%
Holding current value
$508,878
Previous $232 Million
115.47%
% of portfolio
0.27%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
526Shares Held
282MCall 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