Penobscot Wealth Management Dimensional ETF Tr Dimensional Transaction History
Penobscot Wealth Management
- $217 Million
- Q4 2024
A detailed history of Penobscot Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Penobscot Wealth Management holds 206,592 shares of DFIC stock, worth $5.73 Million. This represents 2.46% of its overall portfolio holdings.
Number of Shares
206,592
Previous 192,467
7.34%
Holding current value
$5.73 Million
Previous $5.42 Million
1.42%
% of portfolio
2.46%
Previous 2.93%
Shares
5 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$56.1 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$817 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO27.4MShares$760 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16.4MShares$453 Million8.36% of portfolio
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Evensky & Katz LLC6.13MShares$170 Million10.37% of portfolio