Sanford Advisory Services, LLC Dimensional ETF Tr Dimensional Transaction History
Sanford Advisory Services, LLC
- $420 Million
- Q4 2022
A detailed history of Sanford Advisory Services, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sanford Advisory Services, LLC holds 40,899 shares of DFIC stock, worth $1.15 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
40,899Holding current value
$1.15 Million% of portfolio
0.22%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
443Shares Held
266MCall Options Held
5.9KPut Options Held
0-
Envestnet Asset Management Inc29.5MShares$831 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO27.4MShares$773 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16.4MShares$461 Million8.36% of portfolio
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Evensky & Katz LLC6.13MShares$173 Million10.37% of portfolio
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Rw Investment Management LLC Eagle, ID4.92MShares$139 Million15.48% of portfolio