Magnolia Capital Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Magnolia Capital Advisors LLC
- $192 Million
- Q4 2024
A detailed history of Magnolia Capital Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Magnolia Capital Advisors LLC holds 16,582 shares of DFIC stock, worth $464,627. This represents 0.22% of its overall portfolio holdings.
Number of Shares
16,582
Previous 16,447
0.82%
Holding current value
$464,627
Previous $462,000
7.36%
% of portfolio
0.22%
Previous 0.24%
Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
442Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56.7 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$825 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$768 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$458 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$172 Million10.37% of portfolio