Tci Wealth Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Tci Wealth Advisors, Inc.
- $1.15 Billion
- Q1 2025
A detailed history of Tci Wealth Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 1,411,360 shares of DFIS stock, worth $37.3 Million. This represents 3.16% of its overall portfolio holdings.
Number of Shares
1,411,360
Previous 1,293,194
9.14%
Holding current value
$37.3 Million
Previous $31.8 Million
14.83%
% of portfolio
3.16%
Previous 2.81%
Shares
12 transactions
Others Institutions Holding DFIS
# of Institutions
245Shares Held
89.9MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp17.7MShares$468 Million0.42% of portfolio
-
Matson Money. Inc.12.4MShares$328 Million10.93% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$282 Million3.42% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.9MShares$103 Million0.43% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.82MShares$101 Million0.14% of portfolio