Moss Adams Wealth Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Moss Adams Wealth Advisors LLC
- $1.28 Trillion
- Q3 2025
A detailed history of Moss Adams Wealth Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 14,650 shares of DFIC stock, worth $489,017. This represents 0.04% of its overall portfolio holdings.
Number of Shares
14,650
Previous 14,650
-0.0%
Holding current value
$489,017
Previous $455 Million
5.47%
% of portfolio
0.04%
Previous 0.04%
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