Sageworth Trust CO Of South Dakota Dimensional ETF Tr Dimensional Transaction History
Sageworth Trust CO Of South Dakota
- $73.7 Million
- Q4 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 109,163 shares of DFIC stock, worth $3.04 Million. This represents 3.83% of its overall portfolio holdings.
Number of Shares
109,163
Previous 105,483
3.49%
Holding current value
$3.04 Million
Previous $2.97 Million
4.95%
% of portfolio
3.83%
Previous 4.02%
Shares
6 transactions
Others Institutions Holding DFIC
# of Institutions
444Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56.3 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$819 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO27.4MShares$763 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16.4MShares$455 Million8.36% of portfolio
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Evensky & Katz LLC6.13MShares$171 Million10.37% of portfolio