Sageworth Trust CO Of South Dakota Dimensional ETF Tr Dimensional Transaction History
Sageworth Trust CO Of South Dakota
- $73.8 Million
- Q3 2024
A detailed history of Sageworth Trust CO Of South Dakota transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sageworth Trust CO Of South Dakota holds 105,483 shares of DFIC stock, worth $2.73 Million. This represents 4.02% of its overall portfolio holdings.
Number of Shares
105,483
Previous 98,127
7.5%
Holding current value
$2.73 Million
Previous $2.58 Million
15.08%
% of portfolio
4.02%
Previous 3.95%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
364Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$698 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$665 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$408 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$153 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$126 Million17.02% of portfolio