One Degree Advisors Inc Dimensional ETF Tr Dimensional Transaction History
One Degree Advisors Inc
- $237 Million
- Q3 2024
A detailed history of One Degree Advisors Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, One Degree Advisors Inc holds 449,618 shares of DFIC stock, worth $12 Million. This represents 5.35% of its overall portfolio holdings.
Number of Shares
449,618
Previous 422,385
6.45%
Holding current value
$12 Million
Previous $11.1 Million
14.27%
% of portfolio
5.35%
Previous 5.36%
Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
348Shares Held
224MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$636 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$624 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$422 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$158 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$126 Million16.75% of portfolio