Visionary Wealth Advisors Dimensional ETF Tr Dimensional Transaction History
Visionary Wealth Advisors
- $1.62 Billion
- Q4 2024
A detailed history of Visionary Wealth Advisors transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Visionary Wealth Advisors holds 18,927 shares of DFIC stock, worth $523,899. This represents 0.03% of its overall portfolio holdings.
Number of Shares
18,927
Previous 14,670
29.02%
Holding current value
$523,899
Previous $412,000
18.69%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
434Shares Held
2.28BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$815 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$759 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$442 Million8.32% of portfolio
-
Evensky & Katz LLC6.13MShares$170 Million10.37% of portfolio