Kfg Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Kfg Wealth Management, LLC
- $385 Million
- Q4 2024
A detailed history of Kfg Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 269,177 shares of DFIC stock, worth $7.46 Million. This represents 1.81% of its overall portfolio holdings.
Number of Shares
269,177
Previous 193,709
38.96%
Holding current value
$7.46 Million
Previous $5.45 Million
27.67%
% of portfolio
1.81%
Previous 1.58%
Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
438Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56.1 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$817 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$760 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$453 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$170 Million10.37% of portfolio