Penobscot Wealth Management Dimensional ETF Tr Dimensional Transaction History
Penobscot Wealth Management
- $257 Million
- Q3 2025
A detailed history of Penobscot Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Penobscot Wealth Management holds 232,174 shares of DFIC stock, worth $7.75 Million. This represents 2.96% of its overall portfolio holdings.
Number of Shares
232,174
Previous 224,939
3.22%
Holding current value
$7.75 Million
Previous $6.99 Million
8.85%
% of portfolio
2.96%
Previous 2.92%
Shares
8 transactions
Others Institutions Holding DFIC
# of Institutions
526Shares Held
282MCall 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