Tci Wealth Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Tci Wealth Advisors, Inc.
- $1.13 Billion
- Q4 2024
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 1,293,194 shares of DFIS stock, worth $33.7 Million. This represents 2.81% of its overall portfolio holdings.
Number of Shares
1,293,194
Previous 1,104,625
17.07%
Holding current value
$33.7 Million
Previous $29.6 Million
7.16%
% of portfolio
2.81%
Previous 2.64%
Shares
11 transactions
Others Institutions Holding DFIS
# of Institutions
236Shares Held
81.5MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp17.7MShares$462 Million0.42% of portfolio
-
Matson Money. Inc.12.4MShares$324 Million10.93% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$279 Million3.42% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.82MShares$99.6 Million0.14% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$68 Million3.04% of portfolio