Optima Capital LLC Dimensional ETF Tr Dimensional Transaction History

Optima Capital LLC

$231 Billion
Q4 2025

A detailed history of Optima Capital LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Optima Capital LLC holds 3,103 shares of DFIC stock, worth $103,578. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,103

Holding current value

$103,578

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 23, 2026	BUY	$32.24 - $33.72 $100,040 - $104,633	3,103 New	3,103 $107 Million

Others Institutions Holding DFIC

# of Institutions

533

Shares Held

285M

Call Options Held

Put Options Held

Mercer Global Advisors Inc Denver, CO

34.9M
Shares

$1.16 Billion
1.95% of portfolio
Forum Financial Management, LP Lombard, IL

16.5M
Shares

$552 Million
8.43% of portfolio
Evensky & Katz LLC

6.16M
Shares

$205 Million
11.71% of portfolio
High Tower Advisors, LLC Chicago, IL

5.1M
Shares

$170 Million
0.2% of portfolio
Envestnet Asset Management Inc

4.79M
Shares

$160 Million
0.05% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Optima Capital LLC, based on Form 13F filings with the SEC.

News

Stay updated on Optima Capital LLC with notifications on news.

Account