Private Trust CO Na Dimensional ETF Tr Dimensional Transaction History

Private Trust CO Na

$944 Million
Q4 2024

A detailed history of Private Trust CO Na transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Private Trust CO Na holds 330 shares of DFIC stock, worth $9,246. This represents 0.0% of its overall portfolio holdings.

Number of Shares

330

Holding current value

$9,246

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 05, 2025	BUY	$25.61 - $28.0 $8,451 - $9,240	330 New	330 $8,000

Others Institutions Holding DFIC

# of Institutions

441

Shares Held

2.29B

Call Options Held

5.9K

Put Options Held

Elser Financial Planning, Inc Indianapolis, IN

2.02B
Shares

$56.7 Billion
3.13% of portfolio
Envestnet Asset Management Inc

29.5M
Shares

$825 Million
0.25% of portfolio
Mercer Global Advisors Inc Denver, CO

27.4M
Shares

$768 Million
1.75% of portfolio
Forum Financial Management, LP Lombard, IL

16.4M
Shares

$458 Million
8.36% of portfolio
Evensky & Katz LLC

6.13M
Shares

$172 Million
10.37% of portfolio

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

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