Long Island Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Long Island Wealth Management, Inc.
- $211 Billion
- Q4 2025
A detailed history of Long Island Wealth Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Long Island Wealth Management, Inc. holds 6,730 shares of DFIC stock, worth $224,647. This represents 0.11% of its overall portfolio holdings.
Number of Shares
6,730
Previous 6,730
-0.0%
Holding current value
$224,647
Previous $221 Million
5.09%
% of portfolio
0.11%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
529Shares Held
283MCall 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