Raymond James Trust N.A. Dimensional ETF Tr Dimensional Transaction History
Raymond James Trust N.A.
- $4.55 Billion
- Q3 2024
A detailed history of Raymond James Trust N.A. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Raymond James Trust N.A. holds 11,116 shares of DFIC stock, worth $320,029. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,116
Previous 11,344
2.01%
Holding current value
$320,029
Previous $298,000
4.7%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
440Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$58.2 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$848 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$789 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$471 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$177 Million10.37% of portfolio