Topsail Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Topsail Wealth Management, LLC
- $468 Billion
- Q4 2024
A detailed history of Topsail Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Topsail Wealth Management, LLC holds 1,155 shares of DFIC stock, worth $32,155. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,155Holding current value
$32,155% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
437Shares Held
2.28BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56.3 Billion3.13% of portfolio
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Envestnet Asset Management Inc29.5MShares$820 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO27.4MShares$763 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16MShares$445 Million8.32% of portfolio
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Evensky & Katz LLC6.13MShares$171 Million10.37% of portfolio