Market Street Wealth Management Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Market Street Wealth Management Advisors LLC
- $552 Million
- Q3 2024
A detailed history of Market Street Wealth Management Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Market Street Wealth Management Advisors LLC holds 812,378 shares of DFIC stock, worth $21.1 Million. This represents 4.14% of its overall portfolio holdings.
Number of Shares
812,378
Previous 793,919
2.33%
Holding current value
$21.1 Million
Previous $20.9 Million
9.52%
% of portfolio
4.14%
Previous 3.99%
Shares
4 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