O'Shaughnessy Asset Management, LLC Dimensional ETF Tr Dimensional Transaction History
O'Shaughnessy Asset Management, LLC
- $11.5 Billion
- Q4 2024
A detailed history of O'Shaughnessy Asset Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, O'Shaughnessy Asset Management, LLC holds 1,570 shares of DFIC stock, worth $43,159. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,570
Previous 1,265
24.11%
Holding current value
$43,159
Previous $35,000
14.29%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
438Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$55.6 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$810 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$753 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$449 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$169 Million10.37% of portfolio