Srs Capital Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Srs Capital Advisors, Inc.
- $1.5 Billion
- Q4 2024
A detailed history of Srs Capital Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 797,893 shares of DFIC stock, worth $22.4 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
797,893
Previous 768,380
3.84%
Holding current value
$22.4 Million
Previous $21.6 Million
4.61%
% of portfolio
1.38%
Previous 2.03%
Shares
9 transactions
Others Institutions Holding DFIC
# of Institutions
441Shares 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