Schwarz Dygos Wheeler Investment Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Schwarz Dygos Wheeler Investment Advisors LLC
- $399 Million
- Q4 2024
A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 61,958 shares of DFIC stock, worth $1.74 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
61,958
Previous 60,124
3.05%
Holding current value
$1.74 Million
Previous $1.69 Million
5.32%
% of portfolio
0.4%
Previous 0.43%
Shares
7 transactions
Others Institutions Holding DFIC
# of Institutions
443Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56.7 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$825 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO27.4MShares$768 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16.4MShares$458 Million8.36% of portfolio
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Evensky & Katz LLC6.13MShares$172 Million10.37% of portfolio