Parkwoods Wealth Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Parkwoods Wealth Partners, LLC
- $340 Billion
- Q4 2025
A detailed history of Parkwoods Wealth Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Parkwoods Wealth Partners, LLC holds 116,710 shares of DFIC stock, worth $3.9 Million. This represents 1.18% of its overall portfolio holdings.
Number of Shares
116,710
Previous 109,162
6.91%
Holding current value
$3.9 Million
Previous $3.58 Billion
12.36%
% of portfolio
1.18%
Previous 1.22%
Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
530Shares 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