Visionary Wealth Advisors Dimensional ETF Tr Dimensional Transaction History
Visionary Wealth Advisors
- $1.96 Billion
- Q3 2025
A detailed history of Visionary Wealth Advisors transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Visionary Wealth Advisors holds 30,763 shares of DFIC stock, worth $1.03 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
30,763
Previous 28,922
6.37%
Holding current value
$1.03 Million
Previous $899,000
12.12%
% of portfolio
0.05%
Previous 0.05%
Shares
7 transactions
Others Institutions Holding DFIC
# of Institutions
527Shares Held
284MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.9MShares$1.16 Billion1.95% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$552 Million8.43% of portfolio
-
Evensky & Katz LLC6.16MShares$205 Million11.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
-
Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio