Magnolia Capital Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Magnolia Capital Advisors LLC
- $194 Million
- Q3 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 16,447 shares of DFIC stock, worth $426,964. This represents 0.24% of its overall portfolio holdings.
Number of Shares
16,447
Previous 16,370
0.47%
Holding current value
$426,964
Previous $430,000
7.44%
% of portfolio
0.24%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
364Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$701 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$668 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$410 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$153 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$126 Million17.02% of portfolio