Moneta Group Investment Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Moneta Group Investment Advisors LLC
- $12.3 Billion
- Q3 2025
A detailed history of Moneta Group Investment Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 562,437 shares of DFIC stock, worth $18.8 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
562,437Holding current value
$18.8 Million% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
527Shares Held
284MCall 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