Plum Street Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Plum Street Advisors, LLC
- $259 Billion
- Q3 2025
A detailed history of Plum Street Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Plum Street Advisors, LLC holds 249,823 shares of DFIC stock, worth $8.34 Million. This represents 3.16% of its overall portfolio holdings.
Number of Shares
249,823
Previous 212,068
17.8%
Holding current value
$8.34 Million
Previous $6.59 Billion
24.24%
% of portfolio
3.16%
Previous 2.91%
Shares
4 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