True Wealth Design, LLC Dimensional ETF Tr Dimensional Transaction History
True Wealth Design, LLC
- $256 Billion
- Q3 2024
A detailed history of True Wealth Design, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, True Wealth Design, LLC holds 1,183,494 shares of DFIC stock, worth $31.4 Million. This represents 13.01% of its overall portfolio holdings.
Number of Shares
1,183,494
Previous 1,395,998
15.22%
Holding current value
$31.4 Million
Previous $36.7 Billion
9.26%
% of portfolio
13.01%
Previous 9.07%
Shares
8 transactions
Others Institutions Holding DFIC
# of Institutions
372Shares Held
237MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$715 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$682 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$418 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$156 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$129 Million17.02% of portfolio