Signature Estate & Investment Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Signature Estate & Investment Advisors LLC
- $3.94 Billion
- Q4 2024
A detailed history of Signature Estate & Investment Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Signature Estate & Investment Advisors LLC holds 75,043 shares of DFIC stock, worth $2.1 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
75,043
Previous 15,500
384.15%
Holding current value
$2.1 Million
Previous $436,000
344.72%
% of portfolio
0.05%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
442Shares 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
-
Mercer Global Advisors Inc Denver, CO27.4MShares$768 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$458 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$172 Million10.37% of portfolio